Robust approvals workflow engine on master and transactional data. Includes line level approvals, multi-step configurable approval workflows, vendor/customer duplicate detection, approval delegation and out of office, automated reminders, and more.

Key Benefits:
Advanced Approvals by Baker Tilly brings comprehensive and customizable workflow and approval capabilities to Sage Intacct. This 
fully featured product includes:

• Sophisticated, multistep workflow capabilities. Create separate approval workflows by entity and create approval rules on any field
• Line level approvals with auditable approval history
• Delegates and out-of-office approvers ensure the appropriate controls and procedures are in place when employees are out of office
• Flexible approval logic to skip approvers based on specific dollar threshold
• Automatic detection of duplicate vendors and customers
• Time-based rules to auto-confirm or decline after a set period of time
• Email notifications and reminders so you never miss time-sensitive approvals
• Global and personal configurations. Create specific administrator delegations and control configurations based on roles and availability

More information, including a product overview video, available at Baker Tilly Advanced Approvals

Contact us to get started: budigitalmarketplace@bakertilly.com

Requirements:

Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.  Using this integration also requires that you purchase Sage Intacct Platform Services.

Price:
Please contact for pricing.

Integration Approved Countries:
Australia; Botswana; Canada; Ireland; Mauritius; Namibia; New Zealand; South Africa; United Kingdom; United States;