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Course Objectives
- Provide deep insights into vendor invoice data flow.
- Enable participants to configure advanced approval workflows in Truvio AP.
- Ensure an understanding of workflow maintainability and efficiency.
- Provide hands-on experience with real-world scenarios and practical exercises.
Variations between course content and Truvio AP
Truvio continuously updates the Truvio AP suite. As a result, you may encounter differences between this training course content and your version of the Truvio AP application.
We apologize for any inconvenience and appreciate your understanding. We wish you a happy studying experience!
Keep yourself updated on the latest Truvio functionality
Videos: Truvio: What’s New
Release notes: Release Notes | Truvio Documentation Platform
Course Content
Introduction to this course
Welcome to your course (EDF)
3 Lessons
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The Data Flow - a quick overview
The Data Flow – a quick overview (EDF)
2 Lessons
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The Data Flow - a deeper dive
ExFlow Data Flow – a wall-to-wall example (EDF)
4 Lessons
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0/4 Steps
ExFlow Vendor Invoice Management Workspace (EDF)
1 Lesson
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Periodic task: Import Invoice XML files (EDF)
2 Lessons
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Form: ExFlow Import History (EDF)
1 Lesson
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Periodic task: Import OCR invoices to import form (EDF)
1 Lesson
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Form: ExFlow Import Form (EDF)
1 Lesson
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Periodic task: Post Invoice registered invoices (EDF)
1 Lesson
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Form: ExFlow Document Form (EDF)
1 Lesson
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Periodic tasks: Final posting (EDF)
3 Lessons
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Advanced approval Workflow
Advanced approval workflow
2 Lessons
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Practice and further studies
Exercises – for hands on
2 Lessons
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Reference materials
2 Lessons
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Test Your Knowledge (ExFlow Dataflow & Advanced Approval Workflow) – V2
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