CONTROL YOUR PROCUREMENT PROCESS WITH AN

APPROVAL PROCESS WORKFLOW SYSTEM

Approvals for purchasing protection

Use the approvals feature as a safeguard against unnecessary purchases. The possibility of maverick spending is eliminated when a manager is able to authorize and validate each order. All approvers receive email notifications and mobile app alerts when they are required to approve a document. Users have an appropriate amount of guidance and the purchasing workflow is streamlined using approval workflow software.

Configure your approval workflow

Customize and automate your approval hierarchy and have it set up in the back end so that users just submit and wait. Decide whether you want to assign approvals on purchase orders, requisitions, invoices, or expenses. To further enhance control, approvals can be set based on amount thresholds, item category, project, and/or department. Create an approval process your way with a sequence of steps on an automated workflow.

APPROVAL WORKFLOWS THAT ARE AS SIMPLE OR AS DETAILED AS YOUR PROCUREMENT PROCESS

HIERARCHY-LEVELS

Configure multiple, flexible hierarchy stages for each different approval workflow process established on the system. Withhold approvals from being sent to designated parties until approvers from the previous hierarchy are approve the document.

APPROVAL CRITERIA

Choose one or a combination of different criteria based on departments, categories, projects, amount thresholds, etc. Customize approval workflow on any type of document through your procurement process. Establish templates to make it easy for approvers to approve documents efficiently.

INSTANT NOTIFICATIONS

Notifications for required approval actions are automatically sent to the approver via email, mobile, and an alert is left on their Tradogram account. Approval hierarchies do not send notifications to higher tiers until lower tiers give their approval. Streamline document approval and never miss due dates.

USER EXEMPTIONS

Users can be configured to bypass the approval requirements of one or more approval rules. Approvers who would normally not need to give approval on documents they create can optionally be required to give approval, even on their own documents. It's all based on user permission and preference.

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