How do I set up a workflow?

Go to Workflows > List and click on "Create workflow"
Select the document type and export destination
- Document type: The type of documents you are exporting under this workflow (i.e Purchase Invoice, Sales Invoice etc)
- Export destination: The location that you are exporting the documents to (i.e Xero, Google Sheets)
Assign a Tag or use default 'General' tag
- Tag is a neutral label that is used to differentiate the export workflow of invoices
- Example of a tag can be
  - By Outlet e.g. Outlet A
  - By Department e.g. Front of House / Back of House / Marketing
  - By Batches e.g. June 31 2022 Batch 1
  - By Types e.g. Invoices, Bank Statements
Click “Save” and your new workflow is created!