Workflows allow you to save time by automating tasks such as generating and delivering report bundles to your email inbox. You can manually start a workflow or have it automatically triggered at a scheduled time.
For further information on workflows, please see:
Create a Workflow
Navigate to Settings -> Workflows then click New Workflow.
βEnter a name in the Name of your workflow field.
βClick ADD action to add the first automated action to your workflow.
Select an action from the dropdown and configure it's properties.
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βTip:π‘to add multiple actions/steps, first complete the new workflow process and then you can add additional actions.
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βGenerate & Send report bundle
Sync Data with Accounting System
Data sync runs automatically each day, however if you wish to program an additional run:
Choose an Organisation to sync
Click SAVE ACTION
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You can optionally add a trigger to run the workflow on a chosen schedule.
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βTip:π‘To add additional triggers, first complete the new workflow process and then you can add additional triggers.
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βSelect Activate this workflow any time one of the following events occurs
Configure the Monthly or Weekly schedule
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Click ADD WORKFLOW
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