Descobrindo a administração da empresa
Administrando as filas de processador
Atualizar o dashboard de contabilidade de fornecedores
Introdução às ferramentas da empresa
Manutenção de tipos de despesa e códigos de conta
Criar regras de auditoria
Personalização do processamento de captura
Atualizar configuração de delegado
Configuração de lembretes por e-mail
Configuração da administração de listas
Atualizar workflows
Atualizar configuração de roteamento
Configurar pedido de compra
Introdução às configurações administrativas compartilhadas
Manutenção de configurações específicas de solicitação de compra e fatura
Criação de usuários de teste
Manutenção das configurações do Cognos
Atualização da documentação de treinamento

Managing Confirmation Agreements

Objective

After completing this lesson, you will be able to configure and manage invoice confirmation agreements.

Confirmation Agreements Overview

Confirmation agreements in workflows are used when a company requires a legally binding acceptance statement from their employees. There are two types of confirmation agreements: Submit and Approve. They can be configured to appear when a user submits, or an approver approves, an invoice or purchase request. When a user or approver accepts the terms of the confirmation agreement, an audit trail entry is created to satisfy legal requirements.

Note

You can only assign one Submit confirmation agreement per workflow.

Configure User and Approver Confirmation Agreements

To create a confirmation agreement:

Steps

  1. On the Workflows page, select the Confirmation Agreements tab, and then select New.​

    Workflows screen with the Confirmation Agreements tab active. The New button is highlighted above a list of confirmation agreements.
  2. The Confirmation Agreement window appears. Complete the appropriate fields and select Save. The agreement is now available for association with your workflow. Note that you must have unrestricted administrator access to associate a confirmation agreement to a workflow.

    Confirmation Agreement pop-up with fields for Name, Title, Text, and Editable By Group(s), all populated with information for a Payment Request Submit agreement. The section is outlined and the Save button is visible at the bottom right.