In this topic, you will learn everything about configuring a company.
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Import or export master data from a source system to a destination system. Export transactional data to a destination system if required.
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Define the user groups that are to participate in a workflow and specify subject lines for the notifications for the respective workflow steps.
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Set up different workflow groups, e.g. to route invoices with and without order reference to different groups, to separate the manual indexing of invoice data in a separate workflow step from other workflow steps or to check the incoming goods.
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Configure the capture form of the invoice to make your users' daily work easier. Among other things, you can set policies for the approval of certain totals per user group, define dependencies on line item data and your own line item data and add fields to the capture form.
If you would like to implement a workflow for your organization, first select a workflow component (d.3 mailbox or edoc workplace) under Settings > Server settings.
For more details, see the following articles: