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Home └Documents └Accounting integration and Workflow Actions

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    • Accounting integration and Workflow Actions 60 xp
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Accounting integration and Workflow Actions

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Learn how to simply integrate the Accounting app with Documents as well as quickly create Workflow Actions.

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1. How do I integrate the Accounting App with the Documents App?
Go to Documents → Settings → Enable Accounting Workspace Go to Accounting→ Settings → Enable Document Workspace None of the above
2. How can I turn my Purchase Orders into Vendor Bills?
By using the "Automated Actions" feature By using the "Workflow Actions" feature By using the "Folder Actions" feature By using the "Tag Actions" feature
3. What does a Workflow Action apply to?
An action applies to all sub-workspaces under the Related Workspace you selected. An action applies to only one parent workspace. An action only applies to one file.
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