To delegate the document to approvers you'll first need to review and Approve the document from the User Review or Ready status.
Once a document has been imported into Zudello it will be either land in the User Review or the Ready status for an initial review.
In order to start the document down your approval workflow you will need to first Save and Approve the document in the review status. After Zudello will send the document to the correct approver/s.
Select the document you wish to review from either the Ready or the User Review status. By clicking on the line it will open the document detail screen.
If the document is in User Review, review the document. From your document details screen you will be able to make any alterations required, including changing the supplier, applying coding or reviewing validations. To make changes, type directly into the field that requires amendment.
If the document is in the Ready status, the document has passed all validation and is ready for approval.
When you are ready to send the document for approval, select Save and Approve.
The invoice will now move into the Approval status and be assigned to the first approver/approvers.
In the event you don't have an approval process, the document will be sent to Processing status and will begin the transfer process to your ERP.