A Sophisticated System that is Simple to Use
Image
Choose Your Supporting Materials.
Images can be easily scanned using a function within the ApprovalSoft® product or can be accessed from any accessible UNC.
Approve
Streamline the approval process.
In ApprovalSoft®, the approval steps are user defined. Suggested steps for certain document types are provided with the software. You can use or modify these steps as you like.
Part of defining the approval process will be to define who can approve what. The various “Approval steps” are created relative to specific data elements of the transaction. Rules are then established to define who has the authority to approve each step. By establishing these “Rules”, the system will determine who will be authorized to provide the necessary approval. For instance, if Bob can approve invoices up to $5,000.00 and Sally can approve invoices up to $10,000.00, then Bob will not even see transactions having a total amount greater than $5,000.00.
Post
Fully integrate your workflow.
Posting refers to the process of moving or exporting the approved data out of ApprovalSoft in a format that can be imported to the target system, usually an accounting system. ApprovalSoft currently supports both the CSV and XML file formats. ApprovalSoft can be set up to place these files in specific folders based on the specific transaction type involved making it easier for import to the target system. Because most accounting systems can import CSV and XML files, ApprovalSoft can be used out of the box without the need for custom programming.
- Transactions can be exported automatically by ApprovalSoft when the final approval is entered or scheduled such that all transactions of a particular type are exported at a certain time of day or at certain intervals throughout the day.
- Different transaction types can be exported at different times of the day.
- As a final control, the ApprovalSoft data can be updated with data from the target system to confirm the successful posting to the target system.
- Designed to work seamlessly with
