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 3-Way Match validation engine and our approval audit features.
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Features & Highlights
Approve any transaction or record type in NetSuite including but not limited to: Purchase Orders, Vendor Bills, Payments and Journal Entries.
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.
*Plus implementation fee. Please contact us for details.
Save up to $1,000 when you sign-up for SquareWorks' Premium Support
SquareWorks offers On-Demand NetSuite Administration services. We call this Premium Support. If you need ongoing NetSuite assistance, you can save up to $1,000 on this product. Learn More
Approval Workflow Automation is a NetSuite-Certified SuiteApp
SquareWorks has complied with NetSuite’s verification process and has earned a certification from NetSuite as an approved NetSuite SuiteApp that can be distributed to NetSuite Customers.
Customer Success Story
Through a personalized assessment of their business and control needs, SquareWorks Consulting worked with Wellframe, Inc. to implement Approval Workflow Automation to redesign their approval processes and help them scale.
“SquareWorks’ Approval Workflow Automation Bundle 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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