wflow.com

A waypoint to basic operations, configuration and customisation

Wflow user guide

Administrator guide

Basic wflow vocabulary

Štěpán Liška

Štěpán Kolek

First steps with wflow

Organizations Overview

How to upload documents to wflow

They make it easier to navigate the application

Keyboard Shortcuts

Working with ISDOC or ZUGFeRD

Marking users, setting alerts, editing comments

Working with comments

How to approve a document

How to extract line items

Bulk modification of accounting, change of document type/document type, unlocking, linking, merging, sending to extraction, review, to ERP

Actions with documents

Column customization, light/dark mode, default page

User Interface Configuration

Setting up a custom document view

Notifications

This article describes three basic aspects of working with users and their permissions.

Users and their permissions

Setting document types

Collection e-mail.

The easiest way to upload invoices to wflow from an email address you already use is to set up forwarding to the collection email in wflow.

Setting up forwarding to the collection email

Approval path - creation, assinging

Deleting an organisation

Find answers and get help from Intercom Support and Community Experts

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