Envoice provides the option to set up approval workflow for purchase invoices, expense reports and travel reports (incl. travel requests). In approval flow, any purchase document or report created by a user will be submitted to the predefined list of approver(s) or manually selected approver(s). 

In addition to approving, workflow members can add other purchase/expense related or accounting related information to the document. Like cost category, project, account, or just comment on the document.

Workflows can be initiated manually or they can start automatically if defined so.

To set up the workflow:

Check or adjust your Subscription

1. Go to Settings > Subscription 
2. On Subscription summary section you will see your active subscription plan
3. Make sure your active subscription plan is Business
   
4. To change your subscription, click Manage subscription and select Expenses plan Business

Check and adjust user privileges

For participating in a workflow, an Approver or Reviewer role has to be assigned to the user. A user with Reviewer permissions can participate in the workflow, but cannot be a final approver. Instead, a user with an Approver role can be assigned to any step of the workflow, including a final approver. After final approval, the document is considered to be in finished status and it will be automatically published to accounting software

1. Go to Settings > Users
2. Click on the name of the user. The user's profile page will then open.
3. Select Reviewer or Approver user role.
4. Click Save

Check and adjust recording requirements

If Envoice is used for recording the document, coding and cost allocation can be part of the workflow. To allow users participating in the workflow to add any tracking category (project/object) or accounting (account) information, additional user privileges have to be assigned to the user. 

1. Go to Settings > Users
2. Click on the name of the user. The user's profile page will then open.
3. Check if Approve and Code is selected.
4. Click Save