Document Approval Workflow Solutions
The Document Approval workflow allows you to set pre-defined rules to determine if, how and when a document needs to be approved before it is sent to the next leg of its journey. For example, requisitions may need approval based on spend levels, GL or business function structure or any number of variables.
Document Approvals can be setup and configured to trigger the approval which will immediately notify the approver or approval group a document is awaiting approval. Of course an approval maybe declined or referred or in fact queried using the Query workflow so the approval workflow is highly configurable, intuitive and ensures any document that needs approval is approved before moving to the next stage.
Cloud based and easy to use
The workflow is accessible via the Web Portal solution and is therefore cloud based and means it is intuitive and easy to use and accessible from anywhere.
The Document Approval workflow allows for the approval of any document based on the need to do so. However, typically this may be requisitions for suppliers, sales orders, expense invoices or invoices in general.
Rules based approval matrix
The Document Approval workflow allows any permutation and level setup to approve based on GL code, function and spend levels.
Approval group management
Within the rules matrix approval groups can be assigned and have any number of user’s who can approve based on the defined level. Approval groups can also be configured to load balance approvals so it isn’t always the same person who is approving everything at that level.
The workflow will automatically generate notification emails based on the approval group you belong to so you’re automatically notified when you need to approve a document.
Action based rules
The workflow is largely configurable and outcome based, define the rule(s) and you’re away.
Audit and control
Of course with every B2BE workflow the audit and control elements are key to ensure historical approvals, rejections or any other action are fully auditable so at any time they can be referred to in the event of an issue.
Our Document Approval workflow allows you to define the rules you wish applied to a document as it passes through the system so documents that fail can be manually reviewed.