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eFlow Update: Assign Viewers to the Approval Flow

Starting April 29th, you can add viewers to the Approval Flow. This feature allows company employees to monitor invoices that affect their work without needing to participate in the approval process or make any changes. It adds more control and transparency to the company while leaving the approval rights to those who need them.

How to Add Viewers?

Go to “Automagic” and select “Approval Flows”, then find the new grouping called “Viewers”. You can also access the “Approval Flows” view by clicking the pencil icon next to the approvers in the invoice view.

approval flow
approval flow

Viewers can be added to both one-time and workflow templates.

What Can Viewers Do?

Viewers in the approval flow can only view the invoices. They do not have permission to make any changes.

approval flow

How to Check Who the Viewers Are?

Invoice viewers can be checked both from the invoice and the log section.

approval flow

Pro Tip!
If someone needs to keep track of invoices (like a team lead or budget manager) but doesn’t need to approve them, add them as a viewer.

This way, they can see the invoices without needing to approve anything.

Add viewer(s) according to your work processes and keep all important invoices under control!

The feature is already live and ready to be used!

Try it now in Telema eFlow

Questions or Feedback?

Our team is just a click away if you have questions or need guidance on the new features.

Thanks for being a part of the Telema eFlow journey.

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