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 ourReal-Time 3-Way Match validation engine and our approval audit features.
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.
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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
Configure any approval rules – including a complex looking approval matrix (e.g. define approver(s) based on the combination of Subsidiary, Line Level Department, Class, etc with approval levels and limits defined) – Guaranteed!
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
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
Deliver the best Employee experience by customizing the Email approval messages and templates – You will be in full control
Increase your visibility with a full Audit Log of every step in the Approval Process – including date and time when all approvals take place
Easily extend our approval functionality without worrying about future upgrades breaking your changes
See the solution in action
Customer Success Story
Through a personalized assessment of their business and control needs, SquareWorks Consulting worked with Wellframe, Inc. to implement Approval Workflow Automation (now SquareWorks Automate) to redesign their approval processes and help them scale.
SquareWorks’ Approval Workflow Automation (now SquareWorks Automate) is definitely saving time in our approval flow and being able to be confident that each invoice has been fully approved has been great for our team.
Ashley Rowe, Finance and Accounting Manager, Wellframe, Inc.
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