ERP - Construction

Ideal for: System Administrators, Business Analysts, Process Owners.

Waiting on approvals slows down your whole finance team. This session shows how to approve purchase orders and invoices directly from your inbox — no login required. Faster approvals, fewer bottlenecks.

• Approve POs and invoices via email without logging in.

• Speed up approval cycles and reduce finance bottlenecks.

• Understand the Forms and Workflow capability behind this.

PO - Invoice Approvals from Email Webinar FAQs.pdf

PO/Invoice Approvals from Email webinar

UK & IE

Australia

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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