Here’s how to edit a review workflow in the Rindegastos web platform.
Topics you will find in this article:
What are review workflows?
Review Workflows are a predefined sequence of “Approvers” assigned to review expenses included in a report.
Review Workflows ensure that received expenses meet all company regulations for reimbursement, recording, and accounting.
How to edit a review workflow?
Editing a review workflow from the Rindegastos web platform is easy, just follow these steps:
In the "Administrator" menu, select the Review Workflows option. If this option is not available in your menu, you need to enable the permission from the Users module.
You will find the list of workflows created in your company. Use the search and filter options to find thework flow you need to edit.
Click on the three dots next to the review workflow or select the workflow and click the "Edit Workflow" button.
You can modify the workflow users, the sequence, and the permissions for each user. Additionally, you can edit general data, policies, and submitters in the corresponding tabs.
To finish, click "Save changes" and that’s it!
🧐 Note: When modifying a review workflow, it restarts. This means that if there is any report in process within the edited workflow, the report will return to the first approver in the workflow.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!