Visual Process Flows

 

A visual process flow is an interactive workflow diagram that shows the steps to complete a complex task or process. You can click each step to access the task or feature that allows you to perform the step.

Note To use process flows, you must have Adobe Flash Player for Internet Explorer.

Your accounting system includes a set of predefined process flows. You can use these predefined process flows as they are, or you can use them as templates to create your own process flows based on your organization's specific processes.

The predefined process flows are available on the Visual Process Flows menu. Custom process flows are added to the Custom Process Flows menu within the module selected when creating the process flow.

When creating a custom process flow, you must start with one of the predefined process flows, and then customize it using the Visual Process Flow Designer. Predefined process flows cannot be modified.

For more information, see:

Visual Process Flow Designer

Create a Custom Visual Process Flow

Modify a Custom Visual Process Flow