Say goodbye to time-consuming manual approval processes.
Track approvals, identify bottlenecks and keep processes running smoothly.
Foster seamless collaboration among stakeholders with our intuitive interface.
Validation checks and compliance rules ensure that only accurate and compliant documents pass through the approval flow.
How it works
By leveraging advanced technology and customizable workflows, it streamlines and simplifies the approval process for various document types. Whether it's purchase requests, purchase orders, receipts, invoices, or expenses, this solution ensures efficient and accurate approvals every step of the way.
Configure your approval workflow based on your organization's specific needs. Define the approval hierarchy, including locations, departments, projects, and custom fields. You have the flexibility to set thresholds and policies for precise routing of documents. The system allows you to revise, reject, and send documents for re-approval, ensuring full control and compliance. Additionally, the solution maintains a revision history for audit purposes, providing a complete trail of approvals.
Utilize the powerful Workflow Builder to create trigger-based approvals. With this feature, you can define conditions that automatically trigger the approval process based on specific criteria. There are no limitations on the number of custom approval criteria you can set, allowing you to create highly tailored workflows. The system also provides smart, workflow-based notifications to keep stakeholders informed at every step of the approval process.
The Automated Approval Flow supports document-based approvals, enabling you to establish separate approval workflows for different document types such as purchase requests (PR), purchase orders (PO), receipts or expenses. Each document type can have its own unique approval scenarios. This level of customization ensures that each document follows the appropriate approval path and complies with specific business requirements. You can also include custom fields, capturing relevant information that informs the approval process.
Revolutionize your approval workflows
Ready to revolutionize your approval workflows and unlock the full potential of automation? Contact our experts today to schedule a personalized demo and learn how an automated approval flow can transform your organization.Get in touch
As an integral component of our 'Collect' platform, our 'Automated approval flows' solution empowers businesses with streamlined approval processes, enhanced compliance, and improved decision-making. Simplify workflows, increase efficiency, and gain full control over the approval cycle for optimized procurement operations.Learn more