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Create Menu - Expense - Workflow Activity

This page describes the 'Workflow Activity' function on the Create menu in the Expense record window. If you are using iOS or Android, the 'Workflow Activity' function is on the + menu.

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Creating an Activity from an Expense record can be useful when you need to schedule a follow-up task related to that record.

You can create an Activity from an Expense record using the following methods:

1. Open the Expense record in a record window and select 'Workflow Activity' from the Create or + menu. Save any changes you have made to the Expense record before selecting the function.
   

2. Open the Expense record in a record window and then open the 'Workflow Manager' window. Click or tap the [+] button in this window to create a new Activity.

In all cases, the new Activity will be opened automatically for checking and approval:

The new record will be opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking.
The new Activity will contain the following information:

• No default Activity Type will be offered.
  

• The Task Type will be To Do.
  

• The Calendar Type will be Don't Show.
  

• The Symbol will be Other.
  

• The Start Date and Time of the Activity will be the current date and time.
  

• The Person will be the current user. As the Task Type will be To Do, the Activity will be placed in the current user's Task Manager.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/Mac OS X) or tapping √ (iOS/Android). You can then close it using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu (which has a 'cog' icon if you are using iOS or Android). In either case, you will be returned to the Expense window.

The Expense record and the Activity will be connected to each other through the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Expense record quickly and easily using the Link Manager in the Activity, while you can open the Activity from the Expense record using the Workflow Manager.

You must save an Expense record at least once before you can create an Activity from it. This is to ensure that the links mentioned in the previous paragraph can be established.

The 'Activity: Inspect' window is fully described here.

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The Expense register in Standard ERP:

• Introduction
  

• Entering an Expense record
  

• Inspecting Expense records, Marking as OK and Posting to the Nominal Ledger
  

• Expenses in Currency
  

• Error Messages
  

• Invalidating Expenses
  

• Registering Expenses Using Purchase Invoices
  

• Operations menu
  

• Create menu, including:
  
  • Workflow Activity
    

  • Email

Go back to:

• Home page for Expenses module manual
  

• Home page for Standard ERP manual

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