Setting up Invoice Workflow
To set up Invoice Workflow you must see to a few settings first. If you haven't already, you must set up your AppsForDynamics365.com Portal(link).Once AppsForDynamics365 portal is set up, you simply have to follow these steps.
- Set up the system settings, in here you will find some practical matters such as mail server.
- After this you will set up your Norriq Online portal, allowing you to...
- Finally you will tend to document types settings, which helps you specify the details about the documents you are going to recieve
Click here to begin!