Page 1 - How do I Use Workflow

Using Workflow

How do I Use Workflow?

Overview

Many of your daily tasks at Emory are part of larger activities that involve multiple steps and several people
working together. This is especially true for financial transactions, because they require approvals that are
appropriate for their type and dollar amount. Workflow is the tool that allows required approvals to be
performed within the Compass system rather than on paper. The Workflow solution provides additional
flexibility, visibility and consistency to support operational efficiencies.

The Workflow solution offers the following:
• Routing criteria based on transaction-line ChartField values applied consistently across different transaction types

• University routings based on department, with the option of using project and fund as well
• Departmental awareness of pending journals and expense reports
• Support for accounting data validations at key entry points

• Expanded authorization levels from which business officers can choose when assigning approvers

Which Transactions Go Through Approval?

There are several types of
Expense transactions that are approved
Reports through Workflow:

• Expense Reports

• Budget Transfers
Budget Payment • Payment Requests
Transfers Requests • Payment Vouchers
Workflow • Journal Entries

Certain journals (such as central
accounting journals, parking charges or
LITS charges) which have been defined
Budget Journal by the Controller’s Office will not go
through Workflow.
Entries Entries

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Emory Confidential and Proprietary Last Revised on 4/17/2017 Return to Table of Contents