• Advanced Approvals

    Advanced workflow approvals in Sage Intacct

  • 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

    System Requirements:
    Sage Intacct Platform Services;

    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

    Price:
    Please contact for pricing.

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

    About:
    Baker Tilly has been recognized by Sage Intacct as its Partner of the Year from 2014-2023. By leveraging our collective passion, human ingenuity, and experiences Baker Tilly helps clients navigate business transformation with modern, innovative solutions and products all built around Sage Intacct’s best-in-class financial applications allowing them to grow and enhance their organization’s value. Go there. Start here.


    Phone: (713) 744-8403
    Website: https://www.bakertilly.com/specialties/sage-intacct
    Year Founded: 1931
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