When it comes to managing approvals in NetSuite, there are a few different options to consider, which can range from using out-of-the-box native approval routing to implementing a NetSuite add-on. Evaluating which option is best suited for your organization’s needs can be tricky and tedious. Our team has compiled a simplified comparison chart to show you how three popular options differ based on available features and configuration. The three options that we compared are:
- NetSuite Approvals (Native Configuration): Out of the box approval routing built natively into every NetSuite account.
- NetSuite Approvals (Custom Workflows): Implement your own customized approval process using workflows (SuiteFlow) in NetSuite. All of the tools to make this possible come includeded with your Netsuite account.
- SquareWorks Approval Automation: Supplied as a NetSuite-native feature part of SquareWorks’ Automate AP Automation Suite, this enables your team to easily configure all your approval requirements and let your Employees – regardless of their NetSuite access – approve transactions right from their Email Inbox.
*All record types that support scripts / workflows to be attached.
Based on the information above, we can conclude that finding the right approvals solution largely depends on your company’s level of NetSuite expertise and bandwidth for such project. In order to effectively use NetSuite’s standard configuration to manage approvals, you should seek a team member that has knowledge of workflows. Depending on the complexity of the approvals, this team member should also have knowledge of SuiteScripting, as well as the time to maintain any objects that result from the deployment of the configuration. If your approval needs do not require customization or configuration, the NetSuite native configuration may be the right solution for your team.
SquareWorks’ Automate AP Automation Suite, Approval Automation gives companies unlimited approval options and audit trail with limited configuration expertise needed – Our team will walk you through the setup to be sure each feature is configured to your team’s needs.
If you want to learn more about our highly configurable approvals for NetSuite, please read our feature page here: https://squareworks.com/automate-ap-automation-suite/approval-automation-for-netsuite/