Take control of your business by automating the approval process of any transaction or record in NetSuite. Eliminate complex customizations & enable any Employee to become an approver without ever leaving their Inbox.
From configuring your NetSuite approval process, to allowing users to approve without logging into NetSuite, the Approval Workflow Automation Bundle for NetSuite enables and simplifies your approval processes at every step.
By using the Approval Workflow Automation Bundle, users can submit transactions to approvers through flexible and easy-to-setup workflow rules allowing for a more secure business operation. Once submitted, approvers have the option to either accept or reject the transaction using email alone or within NetSuite. Email approvers have the ability to track approval notes due to customizable approval email templates. Throughout the process, the approval history is visible on the transaction allowing for full transparency and audit trail tracking.
Features & Highlights
Approve any transactions or records in NetSuite: Purchase Orders, Vendor Bills, Payments, Journal Entries or any other record type.
Define multiple approval flows for each record. Automatically select the correct approval flow based on your unique business requirements.
Configure any approval rules – no matter how complex – 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.