Workflow Status Changes

//Workflow Status Changes

Workflow Status Changes

We’ll be making improvements to workflow status options throughout AroFlo. These new enhancements offer greater flexibility for your business and a smoother user experience, thanks to the standardised changes across the entire system.

Our improvements will be introduced throughout:

  • Invoices
  • Payments
  • Purchase orders
  • Credit notes
  • Supplier quotes
  • Menus

Invoices

The current and new invoice statuses are shown in the table below.

current and new invoice statuses

We’ll introduce a drop-down Status menu within the Invoice Worksheet and the Save button will also offer the option to set the status.

Find out more on Invoices

Payments

We’ll add a new Status drop-down menu to the Add Payments window.
Please note, the default status will be Approved.

New Status drop-down menu to the Add Payments window

Find out more on Payments

Purchase Orders

We’ll introduce a drop-down Status menu within the Purchase Order window and the Save button will also offer the option to set the status.

Find out more on Purchase Orders

Credit Notes

The ServiceTrack Approved screen will allow you to manually process credit notes. The Credit Notes window will also contain a drop-down Status menu at the bottom of the page.

The Credit Notes window will also contain a drop-down Status menu

Click for more on Credit Notes

Supplier Quotes

supplier quotes

The ServiceTrack Approved screen will allow you to manually process supplier quotes. The Supplier Quote window will also contain a drop-down Status menu at the bottom of the page.

Find out more on Supplier Quotes

Menus

Finally, each menu will be updated to reflect the newly introduced statuses.

Would you like to know more?

For a summary of this information please visit our documentation pages Workflow Status Changes.  Alternatively, you call and book in a session with one of our friendly Customer Service team members, or send us a support request via the AroFlo Help menu.

2018-10-22T12:14:14+00:00News|