How do I set up a workflow?

1. Go to Workflows > List and click on "Create workflow"

2. Select the document type and export destination

   • Document type: The type of documents you are exporting under this workflow (i.e Purchase Invoice, Sales Invoice etc)
   • Export destination: The location that you are exporting the documents to (i.e Xero, Google Sheets)
3. Assign a Tag or use default 'General' tag

   • Tag is a neutral label that is used to differentiate the export workflow of invoices

   • Example of a tag can be

     • By Outlet e.g. Outlet A
     • By Department e.g. Front of House / Back of House / Marketing
     • By Batches e.g. June 31 2022 Batch 1
     • By Types e.g. Invoices, Bank Statements
4. Click “Save” and your new workflow is created!