# Workflows

Approvals, matrices, delegation, multi-entity.

- [Workflow configuration](https://help.cortena.ai/guides/workflows/workflow-configuration): Build approval and review steps without code.
- [Expense workflow: allocation and routing](https://help.cortena.ai/guides/workflows/expense-workflow): Choose Cortena or your expense tool per field, and route mismatches to review.
- [Approval matrix](https://help.cortena.ai/guides/workflows/approval-matrix): Amount tiers, cost centers, and multi-step approvals.
- [Bulk approve and mark reviewed from the list](https://help.cortena.ai/guides/workflows/bulk-approve-mark-reviewed): Bulk approve or mark reviewed from the payables list.
- [Put approval or review on hold](https://help.cortena.ai/guides/workflows/put-approval-on-hold): Park approval or review with Hold; exclusive Hold list tab.
- [Approval delegation](https://help.cortena.ai/guides/workflows/approval-delegation): Hand off approvals when someone is away.
- [Multi-entity workflows](https://help.cortena.ai/guides/workflows/multi-entity-workflows): Route work across tenants and groups.
- [Assign invoice tenant (multi-entity routing)](https://help.cortena.ai/guides/workflows/assign-invoice-tenant): Route invoices to the correct tenant in multi-entity inboxes.
- [Set invoice date (workflow)](https://help.cortena.ai/guides/workflows/set-invoice-date): Assign, copy, or clear invoice, posting, due, or delivery date from a workflow step, including service-period expressions.
- [Subscription invoice workflow](https://help.cortena.ai/guides/workflows/subscription-invoice-workflow): Subscription invoice workflow path with readiness checks before issue.
- [Send invoice email from the AR workflow](https://help.cortena.ai/guides/workflows/send-invoice-email-ar): Send branded receivable invoice emails from the AR workflow.
- [Set derived attributes](https://help.cortena.ai/guides/workflows/set-derived-attributes): Write a key/value onto the invoice from the workflow: statically, via expressions, or with an LLM, then use that value as an approval-matrix column, conditional branch, or export field.
- [Assign invoice tags (workflow catalog)](https://help.cortena.ai/guides/workflows/assign-invoice-tags): Assign invoice tags from a catalog with filters and conditions.
- [Show and edit derived attributes on invoices](https://help.cortena.ai/guides/workflows/show-edit-derived-attributes): Surface workflow-derived fields on invoice detail (static or LLM), optionally allow edits, show LLM reason on hover, and map values into Twinfield or Exact Online narrative fields.
- [Send to Google Drive](https://help.cortena.ai/guides/workflows/send-to-google-drive): Archive documents to Drive as part of a workflow.
- [Export line items to Google Sheet (workflow)](https://help.cortena.ai/guides/workflows/export-line-items-google-sheet): Export invoice line items to Google Sheets from a workflow step.