Easily configure all your approval requirements and let your employees – regardless of their NetSuite access – approve transactions right from their email inbox. Save time with a fully automated approval process and keep strong controls by using our Real-Time 3-Way Match validation engine and our approval audit features.
Approval Automation
Fully Automated NetSuite Approvals
Trusted by leading organizations including:
Transform Your AP Workflow with Advanced Approval Automation for NetSuite
Email Approvals, No NetSuite Access Needed
Easily configure all your approval requirements and let your employees – regardless of their NetSuite access – view and approve vendor invoices right from their email inbox.
Full Audit Trail at Your Fingertips.
A full audit trail is available with detailed information about every step in the payables process.
Features & Highlights
Approve any transaction in NetSuite including: vendors, vendor Bills, vendor credits, purchases orders, and purchase requisitions.
Define multiple approval flows for each record. Automatically select the correct approval flow based on your unique business requirements.
Simplify the process to make changes to your approval flows without editing complex scripts or workflows.
Add any necessary controls to make sure your company is protected against fraud – even custom records are supported.
Configure any approval rules, including a complex-looking approval matrix. Define approvers based on the combination of subsidiary, line level department, class, etc. with approval levels and limits defined.
Easily allow employees to approve or deny requests through email without logging into NetSuite. All employees in your company will be able to approve, regardless of their NetSuite access level.
Increase your visibility with a full audit log of every step in the approval process, including date and time when all approvals take place.
Deliver the best employee experience by customizing the email approval messages and templates – you will be in full control.
Easily extend our approval functionality without worrying about future upgrades breaking your changes.
Approval Automation for NetSuite
See it in action
Customer Success Story
How did SquareWorks help?
Through a personalized assessment of business needs, SquareWorks Consulting redesigned a NetSuite approval process for Wellframe, Inc. that would allow them to extend NetSuite’s capabilities and help their team scale.
Read Full Case StudyI had a lot of comments of details that I wanted to add to the solution – the team was so receptive and they kept going until I was comfortable – I felt like they really wanted to get it right as well and make it to be exactly what we were looking for.
Ashley Rowe
Automate Your Financial Operations Today!
Contact us to find out more about SquareWorks Automate