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Use Standard accounting automations to add ready-made review workflows to the active organization. You can customize each workflow in the editor after installation.

Before you start

You need permission to view and edit automations. Publishing requires publish permission. The reviewer role must belong to this organization and have approval-review permission; its reviewers also need access to the relevant cases. An administrator can configure this in Roles & Permissions.

Add a standard workflow

  1. Switch to the organization that should own the automation.
  2. Open Automations and find Standard accounting automations.
  3. Choose Invoice expense review or Resolution review.
  4. Select the Reviewer role, such as Accounting or Firm Admin.
  5. Select Add to this organization.
  6. Select Open automation to inspect the draft.
Expected result: one editable draft appears for the selected workflow type. Adding it again reuses the existing installation. Workflows with the same trigger and accounting action are shown instead of being overwritten or duplicated. Open a matching workflow and check its review settings: its conditions and reviewers may differ from the standard template. If an existing workflow is archived, restore it from the archived list.

Publish and verify

  1. In the editor, review the event, conditions, action, and reviewer role. Limit the scope if only certain cases should qualify.
  2. Select Publish live and turn the workflow On. Installation alone does not make it run.
  3. In a demo matter in the same organization, create one matching invoice or resolution after publication.
  4. Open the workflow’s Run history and locate that event.
  5. Have an eligible reviewer open the pending item in Approvals and verify the source record.
Expected result: a matching live run reaches the review step and appears for the intended reviewers. Existing records are not automatically replayed when a workflow is installed.

Change or pause the workflow

Use Open automation to edit conditions or reviewers. Publish the intended changes through the editor. Turn the workflow Off when new matching events should stop starting it. Installing the standard again does not reset your edits or reactivate an archived workflow. If the review does not appear, follow missing-review checks.