Robust approvals workflow engine on master and transactional data. Includes line-level approvals, multi-step configurable approval workflows, vendor, customer, and bill number duplicate detection, approval delegation and out of office controls, 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 allow the creation of separate approval workflows by entity and create approval rules on any field
• Line-level approvals with an auditable approval history for greater control and accuracy
• Approve via email or mobile to keep processes moving from anywhere
• Delegates and out-of-office approvers to keep approvals moving when staff are unavailable
• Flexible approval logic to skip approvers based on a specific dollar threshold
• Automatic detection of duplicate vendors, customers, and bill numbers to reduce errors and rework
• Linked-employee approval routing means approvals can be automatically routed to the dimension manager, the employee's manager, a manager's manager, or a custom linked option
• Time-based rules to auto-confirm or decline after a set period 
• Email notifications and reminders so you never miss time-sensitive approvals
• Global and personal configurations allow administrators to create delegations on behalf of other users, and all users to define personalized delegations and email preferences  

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

Contact us to get started: bakertillymarketplace@bakertilly.com

Requirements:

Price:
Please contact for pricing.

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