User Guide

Find all Rillion Documents

1. Choose the search icon, enter Rillion Documents, and then choose the related link. Hover over a field to read a short description.

Tip

It’s also possible to see Rillion documents by selecting the Find Entries action from the Vendor Ledger Entries page.

Open the Document in Rillion from Vendor Ledger Entries

It is possible to open the document in Rillion from Vendor Ledger Entries.

1. Choose the search icon, enter Vendor ledger Entries, and then choose the related link.
2. Select the Vendor Ledger Entry you want to open the connected document for and choose the Open in workflow system. action.

Note

It is possible for your workflow system to send the URL to the document. It is also possible to manually add the URL in Rillion Connect Setup. Add the workflow system URL in the field External Invoice URL at the Show Document FastTab.

See Also

Exported information to the workflow system
How the integration works