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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
NSC |Automatically fill-up details for Selected Invoice Forms Using Workflow
Make your invoicing process easier by automatically filling in details to match specific invoice forms effortlessly. In this article, we’ll introduce a simple solution to automate this task seamlessly.
When you select the corresponding invoice form, this workflow will automatically populate the fields in your Invoice Form (e.g. Department, Class, and many more). With just a few simple steps, you can save time and minimize errors when filling up your invoice form. Here's how:
- Navigate to Customization > Workflow > New.
2. Provide a name for the workflow.
3. Choose the Record: Transaction option.
4. Specify the Sub-type as Invoice.
5. Set the Condition To:
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