Introduction to Workflow

Workflow

Workflows are a way to automate various Paygate tasks so that they occur on a predictable schedule and run automatically and without the need for human interaction.

An example is automating the retrieval of BACS reports, a common task that most BACS submitters will carry out daily or even more frequently. Using a workflow you can automate the report retrieval process for all of you Service User Numbers (SUNS) and have the reports securely delivered to your staff - all without anyone needing to do anything.