{"id":1533,"date":"2013-08-13T13:27:32","date_gmt":"2013-08-13T13:27:32","guid":{"rendered":"https:\/\/www.cmwlab.com\/blog\/?p=1533"},"modified":"2013-08-13T13:27:32","modified_gmt":"2013-08-13T13:27:32","slug":"invoice-tracking","status":"publish","type":"post","link":"https:\/\/www.cmwlab.com\/blog\/invoice-tracking\/","title":{"rendered":"Invoice tracking process automation using workflow software"},"content":{"rendered":"

Whether your company provides services or manufactures goods, it still needs to communicate with other companies. This is two-way communication \u2013 you sell something and you buy something. In today\u2019s topic, let\u2019s leave aside the process of selling your goods and services to the customers and focus on the purchases by your company. And, as always, I\u2019m going to review the invoice approval workflow using a real-life example.<\/p> \n\n

\r\n\"CMW<\/a><\/p>\n\n

The Director of the \u201cLast Minute Resort<\/em>\u201d private hospital in Denver, Colorado has decided to improve the interiors of the halls with bookcases. The Director\u2019s name is Roy Eastwood<\/em> and he spends most of his time at work. After leaving the hospital late in the evening, he rides home on his bike, pours a couple of shots of \u201cJack Daniel\u2019s\u201d and reads his favorite novels. Why am I telling you about his life? Just to let you know \u2013 Roy had two choices for improving interiors \u2013 bookcases and wine racks. But the last choice isn\u2019t too good for the hospital. So, he has chosen bookcases.<\/p>\n\n

\u201cLast Minute Resort<\/em>\u201d is a large enough hospital to have its own departmental hierarchy \u2013 including a financial department, supplies department, IT department, etc. It is also has enough money to hire the best professionals \u2013 doctors, nurses, bookkeepers and those IT guys. And, thank God, Rob Smeloff \u2013 the head of the IT department has decided to use Comindware Tracker<\/a> for internal hospital process automation<\/a> \u2013 for storing patient\u2019s medical histories, for hiring new employees, for tracking IT support tickets<\/a> and (that\u2019s the key point of today\u2019s article) \u2013 for invoice approval workflows. Fortunately, Comindware Tracker<\/a> has enough functionality to deal with such heterogeneous processes. But Rob has chosen Comindware Tracker not only because of its functionality, but also because it has pre-configured, one-click setup solutions for different departments \u2013 like \u201cFinance and Administration<\/a>\u201d, \u201cHuman Resources<\/a>\u201d, \u201cIT Help Desk<\/a>\u201d, \u201cSoftware Development<\/a>\u201d, etc. So he just clicked the \u201cOne-click solution setup<\/em>\u201d button and Comindware Tracker created the \u201cFinance and Administration<\/em>\u201d workspace with well-designed applications, including the application for invoice tracking.<\/p>\n\n

Now everyone in the hospital can simply create their purchase requests, get them approved, after contacting the supplier, register invoice data in the tracker. Let\u2019s focus on invoice tracking workflow today \u2013 Roy\u2019s purchase request is approved and the supplier has issued an invoice. Vicky<\/em> from the financial department has received this invoice and now she\u2019s going to input it in to Comindware Tracker<\/a>. She clicks the \u201cNew Invoice Approval<\/strong>\u201d button in the UI and fills in the required fields:<\/p>\n\n\n