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Automate all your Approvals and Procedures
- Purchase order approvals
- Supplier invoice approvals
- Expense Claims
- Procurement

- Job requisitions and approvals
- Job applications
- Systems access approvals
- Report sign-offs
- Sickness and vacation requests
- Registrations... and more
- As well as approvals, you can automate any finance related procedure or process.
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What Advantages Does it Offer?
- Provides clear operating structure for employees.
- Dramatically shortens approvals and communications paths.
- Speeds up decision-making by driving processes rapidly through your organization.
- Formalized procedures aid compliance.
- Instant access to information as all forms are centrally stored.
- Easily share information amongst employees, customers and suppliers.
- Reduce costly errors by improving communication.
- Much more efficient way of collecting information than paper, pdfs and email - you can never loose an electronic form!
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Main Features
Form Setup
- Web-based forms portal with no plug-ins required.
- Unlimited forms and unlimited responses.
- Forms can have any look and feel to match corporate identity.
- Any number of questions and pages.
Forms Routing
- Serial and parallel routing easily defined.
- Email driven and works with all mail systems.
Reminders, Escalation, Delegation
- Prevent 'stuck' processes.
- Escalate to manager or administrator.
Digital Signatures, Audit, Reporting
- Multiple people can digitally sign forms.
- Full tracking and auditing.
- Real-time, browser-based reporting.
- Restrict access to fields, pages or whole forms.
Integration
- Integrates with ACCPAC, Sage, QuickBooks, SAP, along with any other financial, ERP or CRM system, and SQL Server, Oracle and MySQL databases.
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