Preconfigured Processes

Square 9 provides a variety of preconfigured processes designed to simplify the implementation of workflows, archives, forms, and more. Your system administrator may have deployed some of these processes. This guide outlines how you can interact with and utilize them effectively.

Approving Invoices Using the Action Approval Process - The Action Approval process is a multi-level workflow for invoice approvals. If you are involved in any stage of this process, this guide outlines your available actions and interactions.