Web Portal

This is the entrance to Invoice Workflow for Approvers, Reviewers and Template Designers.

On the dashboard of the portal you can see the current Invoice Workflow documents and reviews, that you need to handle. You can also access any additional Web Portal products, such as Travel & Expense Management.

To access the Invoice Workflow documents and reviews you have waiting, just click on Invoice Workflow in the top menu or on the Invoice Workflow tab on the dashboard itself.

User menu

The user menu in the top right corner allows you to set Out of Office or change password.

Set an Out of Office message

1. Enable the Set Out of Office toggle.
2. Choose a From date.
3. Choose a To date.
4. Click Save.

Change password

1. Type a New Password.
2. Retype the new password in Confirm Password.
3. Click Save.

Sign out

Clicking here will immediately sign you out of the portal.

Now that you've learnt the basics of the web portal, you can proceed to your task as
Reviewer
Template Designer
Approver