Sage Paperless Construction Help

From My Paperless, click APFlow™.

From the APFlow™ navigation bar, click Invoice Entry.

In the APFlow™Queues field, use the dropdown to select the appropriate queue.

In the Document Status field use the dropdown to select Unprocessed.

Enter an invoice in Invoice Entry.

If the invoice is not ready to be sent to Reviewer(s) for approval, close the Invoice Entry page.

To re-access the invoice and prepare it for Reviewer approval, select Work In Process in the Document Status dropdown.

In the Invoice Status dropdown, select Incomplete.

Click the invoice to display it.

From the Invoice Entry page, click Route.

The Route Invoice page similar to the following displays:

Click Add or Remove Groups.

The Routing Groups dialog displays:

Note

The Default group is identified by the checkmark in the Default Group column.

See APFlow™ Rule Groups for information on the Default group.

The warning message only displays if you have the additional permission to turn the Allow Override Route Group off.

In addition to the preselected default group, you can click to select one or more other routing group as appropriate.

Click Save.

If a previously created route template applies to this route, click Apply Templates.

The Choose Route Templates dialog similar to the following displays:

Click to select the Route Templates.

The Recipients associated with the route template you selected populates the Recipients pane.

Important

The same reviewer can display more than once in your route. When the route template was created, specific reviewers were identified and route sequences assigned. Those reviewers with their route sequences systematically display.

If you manually add the same reviewer with a different route sequence outside the route template to this route, that reviewer displays twice—based on the order of their route sequences.

Your Review Assignment for your route could resemble the following:

Note

If you have a reviewer who was previously a recipient to a route through a routing rule (see APFlow™ Routing Rules for information) but has since been removed from that routing rule, their reviewer assignment card indicates that they no longer have the appropriate access and permissions to approve the route.

Click Add.

A partially completed Route Invoice page displays:

Note

The highlighted card is a visual indicator of where in the sequence is currently. This can help you identify where the route may be relayed.

To add more reviewers to the route, click Assign in the Reviewer Assignment grid.

1. Use the Reviewer dropdown to select a reviewer.

   Note

   If reviewers have already been assigned, you can click Lines in a reviewer card to access the Assign Reviewers dialog. Based on the reviewer card you select, that reviewer's name displays in the Reviewer field.

2. If all sequences should be the same for all lines displaying in the Line Summary grid, enter the sequence number in the Sequence field (or use the field arrows). Click Apply to all to update.

3. In the Line Summary grid, select the line(s) that the identified reviewer should review.

4. Click Assign.

   The recipients you selected populate similar to the following:

Repeat the steps above until all lines are assigned to reviewers.

(Optional) Click the Invoice Notes title bar icon to open an Add Note text box. Here you can enter a note associated with the invoice you are getting ready to route.

Click Add. The note is included when the invoice is sent to review. Additionally anyone looking at the invoice is able to read any associated Invoice Notes.

(Optional) Should Tasks and/or Events need to be added, click Add Tasks or Add Events on the reviewer card.

For more information about Tasks and Events, see Configure APFlow™ Tasks or APFlow™ Events.

Click Start Route.