Role-based responsibilities such as Approvals Process for financial transactions.

Articles (4)

Cost Center Approver Changes

Changing a Cost Center Approver instructions

Approvals Process for Financial Transactions in Detail

How to take Approval Process action on a transaction, including Approve, Edit Requisitions, Reject, Reassign, Request Information, and Adhoc Route. Tips on reading approvals notifications for financial transactions including expense reports, requisitions and non-PO invoices. ​​​​​​​

Configure Excel to allow the ADFdi add-on for use with WyoCloud Financials data

How to configure Excel to allow the ADFdi add-on to run for work with WyoCloud Financials data. Only specific users will need to use this.