---
title: "Subscriber Settings | Workflow Tab"
description: "**Access Role: System Administrator/Manager Role** **Location**: Main Menu – Account Admin – Settings – Subscriber Settings – Workflow   #### **The Workflow Tab ** **Assets** - Allow QR & Barcode Editing? - If checked, allows for QR and barcodes to be…"
url: "https://spydertech.net.au/docs/subscriber-settings-workflow/"
updated: "2025-05-08"
category: Subscriber Settings
---

# Subscriber Settings | Workflow Tab

**Access Role: System Administrator/Manager Role**

**Location**: Main Menu – Account Admin – Settings – Subscriber Settings – Workflow

 

#### **The Workflow Tab **

**Assets**

- Allow QR & Barcode Editing?
- If checked, allows for QR and barcodes to be edited if the user has the required permission.

**Scopes**

- Is Due Date Optional?
- If checked, when creating a new or editing an existing scope the 'Due' date can be left blank.

**Quote Request:**

- Is Due Date Optional?
- If checked, when creating a new or editing an existing quote request the 'Due' date can be left blank.

**Order Defects:**

- Recover money by default.
- If checked, when raising a defect on a work order item the "Recovery Money?" field will be automatically selected where the "At Fault Contractor" is different to the "To Resolve Contractor".

![](https://spydertech.net.au/wp-content/uploads/2024/05/subscriber-settings-workflow-1024x520.png)

 

**Invoices**

Checkboxes to set up for Automated Invoicing, Manual Payments, Default Payment Terms or Blocking changes to prevent payment dates being manually changed.

- **Automate Invoice Creation for Work Orders?**
  - If checked, when a work order status is changed to "Reviewed & Approved" or "Cancelled", automatically create or cancel invoices as required to align to the current sell of the work order.
- **Automate Invoice Creation for Purchase Orders?**
  - If checked, when a purchase order status is changed to "Reviewed & Approved" or "Cancelled", automatically create or cancel invoices as required to align to the current cost of the purchase order.
- **Block Custom Payment Dates.**
  - If checked, when creating a new invoice or editing an invoice in "Created" status, prevent the payment date from being manually changed by the user.
- **Default Payment Terms.**
  - The default payment terms to use when creating an ad-hoc invoice, or an invoice against a client without configured payment terms.
  - Look to **Fields**to configure drop down options.
- **Allow Manual Payments** (at bottom of page)
  - If checked, allows for invoices to be marked as paid and for payments to be added to invoices within SpyderFlow.
  - Use Manual payments checkbox if you **'Do Not'** set up automated invoicing to Xero or similar.

 

![](https://spydertech.net.au/wp-content/uploads/2024/05/subscriber-invoices-1024x281.png)

 

#### **Dashboard Refresh Periods **

- Check through dashboard refresh widgets **click Edit** (top right side) and change as needed.
- Set by times, minutes, hours or days. **Save** when completing any change.

![](https://spydertech.net.au/wp-content/uploads/2024/05/subscriber-dash-refresh-1024x548.png)

 

**Score Card** - How often the Scorecard dashboard widget waits before refreshing.

**Ready for Action** - How often the Ready For Action dashboard widget waits before refreshing.

**Time KPI %** - How often the Time KPI dashboard widget waits before refreshing.

**Spend Trend** - How often the Spend Trend dashboard widget waits before refreshing.

**License & Insurance Expiry** - How often the License Insurance dashboard widget waits before refreshing.

**Contractor Statistics** - How often the Contractor Statistics dashboard widget waits before refreshing.

**PO Breakdown** - How often the Purchase Order Breakdown dashboard widget waits before refreshing.

**PO Volume by Priority** - How often the Purchase Order Volume dashboard widget waits before refreshing.

**Work Type Analysis** - How often the Work Type Analysis dashboard widget waits before refreshing.

**Unpaid Invoices** - How often the Unpaid Invoice dashboard widget waits before refreshing.

**Interface Events** - How often the Interface Events dashboard widget waits before refreshing.

**Scheduled Orders** - How often the Scheduled Order dashboard widget waits before refreshing.