	Field	Description
1	Do you set workflows by Location or Category?	Indicates whether workflows are created by location or by location reporting category. If this toggle is changed after workflows are enabled, all existing workflows will be denied and the rules will be deleted.
2	Do you have vendors with specific workflows?	Indicates whether the organization will create specific workflows for vendors. If "No" is selected, the Vendor tab is removed, and all AP invoices, regardless of vendor, follow the established workflow rules.
3	Location / Vendor	Allows the user to toggle between setting up workflows by Location or by Vendor.
4	AP Invoices / Journal Entries / Payment Runs	The selected view determines which types of workflows the user can set up on the Workflow Setup page. Toggle between views to set up workflows for AP invoices, journal entries, or payment runs.
5	Approval Groups	Opens the Workflow Groups page, where the user can create workflow approval groups.
6	Allow Approver to edit transaction	If selected, the current approver can edit transactions in the workflow without needing to deny them and restart the approval process.

Field

Description

Do you set workflows by Location or Category?

Indicates whether workflows are created by location or by location reporting category.

If this toggle is changed after workflows are enabled, all existing workflows will be denied and the rules will be deleted.

Do you have vendors with specific workflows?

Indicates whether the organization will create specific workflows for vendors. If "No" is selected, the Vendor tab is removed, and all AP invoices, regardless of vendor, follow the established workflow rules.

Location / Vendor

Allows the user to toggle between setting up workflows by Location or by Vendor.

AP Invoices / Journal Entries / Payment Runs

The selected view determines which types of workflows the user can set up on the Workflow Setup page.

Toggle between views to set up workflows for AP invoices, journal entries, or payment runs.

Approval Groups

Opens the Workflow Groups page, where the user can create workflow approval groups.

Allow Approver to edit transaction

If selected, the current approver can edit transactions in the workflow without needing to deny them and restart the approval process.

	Field	Description
1	Import a list	Import options for Workflows: Export Template - If selected, a template spreadsheet file is downloaded to the users device. The user can fill out the template to import workflow data. Import - Imports a spreadsheet file from the user's device. Replace existing workflow - If selected, data from the imported file overwrites the existing workflow. Referential records (such as locations or users) must have the exact same spelling as their record in R365 in order for the import to succeed.
2	Location Workflows table	Lists Locations or Location Reporting categories in R365. Click on a location or location reporting category to view or edit workflows for that location/location reporting category. A checkmark in the Workflow column indicates that a workflow has been created for the location or location reporting category. Filter the list by entering the desired location or location reporting category in the search bar. Select the Filter icon to choose the filter parameter. All AP invoices for this location are subject to the rules established in this workflow, except when using vendor-specific workflows, as those take precedence over location workflows.
3	Clear	Resets all selections in the table.
4	Level	Displays the level number in the workflow hierarchy. The level is automatically incremented as additional steps are added to the workflow.
5	Amt>=	User entered maximum dollar amount that can be approved by users at this level.
6	Approver	Approver for the level. Individual users or workflow groups can be assigned to the level using the Approver drop-down in this column. Selection is limited to users with access to the location.
7	Skip Prior Approver(s)	When selected, the workflow skips approvers at lower levels if the invoice's dollar amount is greater than or equal to the specified amount.
8	Require Approvers	If selected, the Skip Prior Approver(s) checkbox is disabled, and all approvals must occur in sequence.