Invoice Batch Workflow

The video shows how to configure a batch workflow opening the editor, assigning a team to the audit task, and viewing audit details. It then demonstrates how to load and review invoice batches, add a comment for approval, and view audit reports and task overviews.

Steps

1. Return again to Batch 10 invoices list — Return to the Batch 10 Invoices tab displaying the invoice table with contractors, payment amounts, controls, and a floating add button for managing Batch 10 invoices.
2. Review Building 8 open and closed tasks — Review the loaded Building 8 tasks overview where sections for Open tasks and Closed tasks display individual audit task rows including items related to Batch 10.
3. Observe invoice listing with spinner loading — Watch the invoice listing page where a centered loading spinner appears over dimmed table rows while invoice data for the current building or project continues loading.
4. Open Add comment modal before approval — Click the control that triggers the 'Add comment' modal so the centered dialog opens with a comment text area and Cancel and Proceed buttons over the dimmed batch review screen.
5. Prepare to approve Batch 10 in Settings — Hover over the Approve button at the bottom right of the Batch 10 Settings view to get ready to confirm approval of the batch.
6. Switch to Batch 10 Settings view — Click the Settings tab in the Batch 10 interface to open the Settings view showing batch metadata, workflow panel, Next and Gross buttons, and Decline and Approve controls.
7. Open Batch 10 Audit report tab — Click the Audit tab in the Batch 10 view to switch from Invoices to the Audit report displaying the Batch Summary table and Decline and Approve buttons.
8. Inspect Batch 10 invoices and controls — Inspect the Batch 10 Invoices tab showing the detailed invoice table, navigation tabs, Next and Gross controls on the right, and Decline and Approve buttons at the bottom right.
9. View pending invoices under loading overlay — Observe the document management dashboard for pending invoices while a central loading spinner overlay briefly covers the dimmed invoice list and building navigation context.
10. Navigate back to Building 8 workflows list — Leave the workflow template editor so the interface returns to the Building 8 Workflows tab with a table of workflow rows and toggles on the right side.
11. Expand Teams dropdown in Audit editor — Click the Teams dropdown in the 'Edit task - Audit' side panel to expand the list of available teams, confirming that 'Main Team' is currently selected.
12. Open Batch WF workflow editor — Navigate into the Batch WF workflow template editor to view the central flowchart canvas, zoom controls, and the Close button for this workflow.
13. Review Building 8 workflows dialog — Review the loaded Building 8 Workflows dialog showing the list of workflows, automatic triggering toggles, default status toggles, and the Close control.
14. Open Building 8 Workflows tab — Switch to the Building 8 Workflows tab and wait while the centered card displays a spinner and the 'Loading workflows...' message.

Invoice Batch Workflow