Create a Workflow
Create Accounts Payable Workflows in DigiPay
You can create one workflow for your entire portfolio.
If you define all GMs as submitter for bills they can only submit for their properties.
- Log into DigiPay.
- Ensure your Vendors have all been set up and mapped in DigiPay.
- Click Workflow .
- Select New Workflow (top right).
- Name the Workflow.
You can create one Master Workflow or a workflow for each property. - Set Status to Yes if you wish to activate the workflow immediately.
- Select the Hotel(s) for the Workflow.
- Use the dropdown menus to select who will:
- Create the bills under the Submit tab.
- Review the bills under the Review tab.
- Approve the bills under the Approve tab.
- Pay the bills under the Pay tab.
- Click Save.
Edit a Workflow
Edit a Workflow in DigiPay
- Log into DigiPay.
- Select Workflow (left-hand menu).
- Select the Edit icon beside the required workflow.
- Edit the workflow as required, including the:
- Workflow Name
- Status
- Hotels
- People authorized to Submit, Review, Approve, or Pay.
Click X to remove someone or use the dropdown to add someone.
- Click Update.
Delete a Workflow
Delete a Workflow in DigiPay
- Log into DigiPay.
- Select Workflow (left-hand menu).
- Select the Delete icon beside the required workflow.
