Tracking transaction-level approvals can be challenging – but that can change when you invest in Tisski’s Approvals+ module for Microsoft Business Central. With purposefully built approval functionality, securing sign-off from the appropriate person is easier and more efficient, with a full audit trail of approvals to evidence these approvals when needed.
Master data record approvals
Create a single approval workflow for each master data record type, including customers, vendors and items, where applicable.
Purchase document approvals
Rely on a single approval workflow for each purchase document type, including purchase quote, order, invoice and credit memo, where applicable.
Sales document approvals
Implement a single approval workflow for each sales document type, including sales quote, order, invoice and credit memo, where applicable.
Ensure that each record of the same type (master data records, purchase documents, sales documents, general journals and payment journals) follows a designated approval process so you can rest assured in the knowledge that all your transactions have received the appropriate approval.
When you seek and receive approval in an email chain, you risk losing evidence of these approvals in your inbox. With the Approvals+ audit trail, all approvals are recorded and stored, ready and waiting for those times you may need to evidence or report back on transactions and their signoffs.
Automated notifications eliminate the need to constantly check whether there’s anything you need to approve – or whether your own request has been granted. Receive email notifications directly to your inbox and take action where needed, for a smooth and pain-free approvals experience.
The beauty of a Business Central package is that it can grow alongside your organisation – pay for what you need now and expand later. Get in touch to find out more.