Workflow
Workflow configuration, approvals, and automation nodes.
Guides
Workflow configuration
Build approval and review steps without code.
Expense workflow: allocation and routing
Choose Cortena or your expense tool per field, and route mismatches to review.
Approval matrix
Amount tiers, cost centers, and multi-step approvals.
Approval delegation
Hand off approvals when someone is away.
Multi-entity workflows
Route work across tenants and groups.
Set invoice date (workflow)
Assign, copy, or clear invoice, posting, due, or delivery date from a workflow step, including service-period expressions.
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.
Show and edit derived attributes on invoices
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
Archive documents to Drive as part of a workflow.
Assign invoice tags (workflow catalog)
Assign invoice tags from a catalog with filters and conditions.
Assign invoice tenant (multi-entity routing)
Route invoices to the correct tenant in multi-entity inboxes.
Bulk approve and mark reviewed from the list
Bulk approve or mark reviewed from the payables list.
Export line items to Google Sheet (workflow)
Export invoice line items to Google Sheets from a workflow step.
Subscription invoice workflow
Subscription invoice workflow path with readiness checks before issue.
Send invoice email from the AR workflow
Send branded receivable invoice emails from the AR workflow.