A Sophisticated System
that is Simple to Use
Image
Choose and Capture Your Supporting Documents
Images can be easily scanned using a function within the ApprovalSoft® product or can be accessed from any accessible UNC.
ApprovalSoft®, a powerful invoice approval software, makes it easy to bring documents into the system. Invoices and other files can be sent directly to ApprovalSoft by email, allowing the platform to extract attachments and launch the invoice approval workflow automatically. This is especially useful for teams who receive invoices through a shared inbox.
For additional flexibility, images can also be scanned directly into the system or accessed from a network location. When working with documents created outside of ApprovalSoft, the system can relocate files from a temporary staging folder into a designated storage location, keeping everything organized and accessible for future reference.
Import
Advanced Import Tools for Detailed Invoice Entry
ApprovalSoft offers a powerful and flexible import utility that simplifies the import of detailed invoices, including loan-level records. Compared to traditional tools, the import function in ApprovalSoft is more intuitive and easier to use, allowing teams to bring in large volumes of data without extensive setup or manual work.
Whether you're importing vendor invoices or more granular line items tied to loans, ApprovalSoft supports a smooth and adaptable process. This feature enhances the overall invoice approval workflow, giving users more control and visibility while saving time on data entry.
Approve
Tailor your approval process to match your policies
ApprovalSoft, a leader in accounts payable approval software, gives you the flexibility to define the approval process based on your organization’s needs. The system includes suggested approval steps for common document types, which you can use as-is or customize.
Approval rules are tied to specific elements of each transaction, such as document type, dollar amount, or vendor. You decide who can approve what, and the system handles the rest. For example, if one user is authorized to approve transactions up to $5,000 and another up to $10,000, ApprovalSoft will only show each user the items they are allowed to approve. This ensures that each step in the process is handled by the right person with the appropriate level of authority.
Post
Streamline your workflow from inbox to accounting
Once a payable is approved in ApprovalSoft, it can be exported to your accounting system in CSV or XML format. These exports include all transaction details and eliminate the need for manual reentry, supporting a faster and more accurate invoice approval workflow.
ApprovalSoft, trusted invoice approval software, supports both automatic and manual exports. When automatic export is enabled, each transaction is sent immediately after final approval. Manual exports allow your team to review and release transactions on their own schedule.
When connected with Accounting for Mortgage Bankers (AMB), the image used during the approval process becomes the backup documentation for the accounting entry. This allows users to drill into the record and view the original document directly, enhancing transparency and auditability.
ApprovalSoft integrates with AMB and other systems that accept standard file formats, making it a complete accounts payable approval software solution.
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