How to configure workbench for cases in Apptivo?

Updated on September 21, 2020 05:00AM by Admin

Invoicing Workbench in Apptivo helps you to generate workbench for the cases that will auto-accumulate into a single batch based on the selected filters and configured criteria.

Steps to customize

  • Login and access the Invoices app from the universal menu.
  • Click on the More(...) icon and select the settings.
Invoice App

  • On the Settings page, click on the Invoice app and select Invoicing Workbench.
  • Enable the toggle for the Invoicing Workbench.
  • By enabling the Toggle, you can view the options to set the criteria for the Work Orders and Cases.

  • Enable the Toggle for the Include eligible cases from invoice queue to create workbench for cases.
  • In the Filter Attributes dropdown, select the attributes of the cases based on which the cases are to be filtered.
  • Here, the Assigned To attribute is selected.
Enabled Toggle

  • You can also add the condition for the cases that need to be included in the Invoice workbench.
  • Click on the Add condition button.
  • Here, the condition is set to include a case only when the case type is Feature Request.
Set Criteria

  • On selecting create, the criteria are configured.
Criteria Added

  • Select the Create button and choose Workbench Requests from the top left section of your window.
Create Button

  • Now, go the Create Workbench Request page. Choose the app as Cases. You can view the added filter attributes.
  • Select the Assigned To value. Click on the Generate invoice button after configuring the Invoice Date and Currency value.
Create Workbench

  • By clicking on the Generate invoice button, you will get the warning popup.
  • Click on the Request button.
Warning Message

  • The Workbench Requests will get generated and redirected to the Workbench Requests page. Here, you can see the number of records and total invoice present in the workbench.
  • Click on the More Details to view the list of invoices generated from the Cases for the selected customers.
Workbench Requests

  • You can also download the invoices in the single PDF by clicking on the download button.
  • By clicking the More Details icon, you can view the list of invoices created from the cases in the selected batch.
Batch Details