Tips & Tricks

Usage of Excel Export with Large Data Sets

If you need to download all or parts of your invoice volume, we have a couple of simple tips on how you can export data from eye-share Workflow using the Excel export function.

Enrichment of Masterdata in eye-share Workflow

Masterdata is an "add-on" to eye-share Workflow, which several of our customers use and derive great value from. In this article, we provide you with some tips and tricks on how you can enrich masterdata.

Transition from PDF invoices to eInvoices in Peppol BIS/EHF

Eye-share constantly makes improvements to our solutions to meet customer expectations, while also having to adhere to new guidelines and requirements.

How to Keep Track of Notifications and Mentions in eye-share Workflow

Are you overwhelmed with questions about invoice approvals, tracking travel expenses, or supporting employees with expenses across various channels? Did you know all these conversations can be easily handled within eye-share Workflow?

Using Tags in the User’s profile

Did you know that you can assign one or more tags to a user's profile? This simple feature can be a cornerstone in organizing and managing user profiles efficiently.

How to grant Extended Document Access in eye-share Workflow

In many organizations, there are users who need to view documents that they haven't personally approved. For instance, a department manager might want to review all documents related to their department.

Overriding Default Approver Settings

Did you know that you can overrule the purchaser needing to approve an invoice in eye-share Workflow?

Find missing mandates with the power of Affecting rules!

Have you ever faced that surprise error about missing mandates? With the new "Affecting rules" feature in eye-share, accountants can quickly identify and fix the problem for their users.

Use the Replacement function during the holidays!

Utilizing the Replacement function within your eye-share solution can be incredibly advantageous during the holiday.

Duplicate check in eye-share Workflow

Did you know that eye-share Workflow Invoice offers various settings to customize the duplicate check process?

Credit card transactions with smart receipts for travel and expenses!

With eye-share Workflow's invoicing solution, you have the opportunity to connect additional modules for Travel and Expenses.

How to search in the Customer Portal?

Did you know that you can easily search for both previous cases, various knowledge databases, Release notes and change descriptions in the Customer Portal?