Configuration

ExFlow | Setup | Configuration (Basic initiation data)
ExFlow configuration has an impact on other functionalities that exists in the system which will influence the type of the invoices
Cost (ledger – Project – Fixed Asset)
PO (Item - Procurement category)
being processed but also has an impact some other functionalities such as: 

ExFlow web

• Sort Order of Dimensions
• Show/Hide dimensions
• Enable /disable edit of dimensions for cost invoices
• Grouping/sub-grouping source dimensions
• Generate template for importing invoice lines 
• Controls the Sort order of dimensions of the exported template

This setup should only be used by trained administrators.

Columns, User level permission and User level

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The tabs Columns, User level permission and User level are set up and modified by the "Add/delete columns" button. These settings define which ExFlow fields should be used for a customer installation.

The buttons "Sort order" sets the order based on the setup of the active account structures. The sort order is used when importing invoice lines via a CSV or Excel file. The "Field setup" button allows the person to set up the field's Line display expression, Line copy expression and Line edit expression.

Source dimension

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The tab "Source dimension" is only for customer specific requirements. For example, if other fields should be used in ExFlow in addition to those that can be found in the financial dimension setup, then they must be added in this form with the correct data type, table name or dimension and Reference table ID.

Please see white paper "Exflow configuration" for further details or contact your ExFlow partner.

User level permission

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Permission	Description
UP_Allow_Edit	Enables the user to edit lines where he/she is current approver
UP_Allow_Split	Enables the user to split lines. See also the LineType structure and its expression rules
Up_Allow_View_All	Enables the user to search other users documents
UP_Allow_Public_Templates	Enables the user to mark Line templates as public
UP_Allow_Add_Approver	Enables the user to add new approvers
UP_Allow_Set_Replacer	Enables the possibility to add a replacer
UP_Deny_Templates	Disables the Line temp late feature
UP_Deny_Feedback	Disables the feedback button (preview)
UP_Deny_Forward	Disables line and document forwarding
UP_Deny_Forward_Unless_First	Disables line and document forwarding if not the first approver
UP_Deny_Show_Replacer	Hides replacer information
UP_Deny_Inbox_Field_Selection	Disables the user to change inbox columns
UP_Deny_User_Pref	Disables the user to override/customize options
UP_Deny_Line_menu	Hides the menu on the lines
UP_Deny_Save	Disables the Save button
UP_Deny_Validate	Disables the Validate button
UP_Deny_Hold	Disables the Hold button
UP_web_refresh	To refresh the web portal
UP_webadmin	To access the admin page for the web portal

NOTE! User level permissions is case sensitive

Assign privilege to access ExFlow Web Admin controls

1. Create a new User level
   • Navigate to ExFlow AP | Setup | Configuration - tab for User Level
   • Select New
   • Add for example 5 as User level and a name in this case WebAdmin.

2. Assign the two following privileges to the new user level
   • Navigate to ExFlow AP | Setup | Configuration - tab for User permission
   • Add permission for UP_web_refresh
     • If the permission is missing - Select New and add the permission name and the user level.
   • Add user level for UP_webadmin.

Users who should have access to the ExFlow Web admin control, can be assigned with a new ExFlow user in the DAT company with the new User level. Note: It might take up to 12 hours before the admin-meny will be visible for users in ExFlow web.