[Doc Draft] Drafting an expenditure document
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STEP 1 Browse to Docs Forms Page
- Access Docswave > Workflow > Doc Draft > Docs Forms
STEP 2 To fill out the contents of an expenditure document
- View linked information about department, position(title), and name.
- The application date is automatically entered after drafting according to the date you draft.
- The document name on the upper right does not change automatically even if the draft date is changed, so if it is an expenditure document that is filled out after temporary storage, the drafter must proceed with the correction yourself.
- account subject : Select a classification for expenditure. If you need to add or modify an account subject, you can set it up from the Admin menu by contacting the person in charge in your Docswave organization
- Payment method : If you need to add or modify an payment method, you can set it up from the Admin menu by contacting the person in charge in your Docswave organization
- Complete the creation for other items.
STEP 3 To set up an approval process
- Click the 'Process Settings' button on the right.
- Set up members who need approval for the document to be drafted.
- Add members to the recipient who need final confirmation of the document to be drafted.
- Add members to the Observer who need confirmation by order of approval process for the documents to be drafted.
- You can find more information about setting up the process in [Individual Set-up] Manage the processes I use ofte
- The first tab at the bottom of 'Process Settings' shows the process set up.
- When finished, draft the document by clicking the Doc Draft button in the upper right corner.
STEP 4 To check a drafted expenditure document
- Workflow > Workflow documents > Draft Docs
- You can check the document that you have drafted.
- You can click on the document name to see the content of the document, the process of approval, and opinions.