Overview
The Remove Supplier Portals Tags from Invoices workflow automatically removes a tag from an invoice once the invoice status in the portal changes to the selected status in the trigger. This keeps your invoice records clean, saves you time updating tags manually and ensures your team only focuses on invoices that still need attention.
How It Works
Trigger: Monitors invoices for supplier portal status updates to the selected status
Action 1: Removes the selected tag(s) from invoices (e.g., "Ready for Submission," "Pending Portal," or "Upload")
Action 2 (Optional): Adds a note to the invoice documenting the submission and tag removal
Setup Steps
Go to the Workflows Gallery.
Find Remove Supplier Portals Tags from Invoices and click Use Workflow.
Select the Supplier Portal invoice status (could be more than one)
Select Supplier Portal provider - select specific portals, or leave blank to apply the logic to all portal invoices
Select the tag(s) you want to remove from submitted invoices.
(Optional) Enable the note addition step and customize the note text to document the submission.
Click Publish Workflow.
Notes
This workflow only triggers for invoices that have Invoice Supplier Portal status updated to the selected status/statuses regardless of whether the invoices were submitted through Tesorio or directly in the portals.
Make sure to select tags that are specifically related to pre-submission activities to avoid removing important tracking tags
The optional note step helps maintain an audit trail of when tags were removed due to successful submissions
Consider coordinating with workflows that apply tags for submission preparation to ensure a complete automation cycle