Navigate to the admin area and click on Workflow.

 In the first section, you'll find the options for outbound invoices. These are the invoices you send to your customers. Choose whether you want to send invoices or credits to your customers.

For Xero and MYOB users, both of these products can already send eInvoices or PDF invoices directly to customers.  We recommend leaving this turned off unless you need to send a more complex (data rich) eInvoice to your customers. In this case please get in touch with the Acume team and we will work with you to understand if this is the best option for you.

Enterprise customers can also utilise Acume with outbound volume billing requirements.  Get in touch with the Acume team to explore this option further.

Move on to the next section, which is for inbound invoices. These are the invoices you receive from your suppliers. Choose whether you want to receive invoices or credit notes from your suppliers.

Similar to outbound invoices, decide whether you want to code or code and approve invoices received from suppliers. Select the appropriate option based on your business requirements.

Proceed to the third section, which is for outbound orders. These are the purchase orders you send to your suppliers. Choose whether you want to send purchase orders to your suppliers.

Below this, enterprise customers may have access to additional features such as Bank Reconciliations and Inbound Orders.

Please be aware that inbound Purchase Orders will not function for Xero or MYOB users.

Decide whether you want to code the purchase orders or if you also want to approve and code them before sending. Select the appropriate option based on your business needs.

If you want to track when your suppliers fulfill the purchase orders, choose whether you want to receipt purchase orders. This option allows you to reconcile the orders against the received items.

Move on to the fourth section, which is for inbound orders. These are the purchase orders you receive from your customers. Choose whether you want to receive purchase orders from your customers. 

The final section is for reconciliation. This process involves matching your invoices and payments to ensure accuracy. Choose whether you want to reconcile your invoices. 

Once you have configured the workflow options according to your preferences, make sure to save the changes before leaving the Workflow Configurations page.

Customisation is key. Adjust settings to fit your business. Turn off unnecessary options. Adapt to your needs.

Setting up Workflows to match your unique needs.

For enterprise customers