Easy Approval Workflows
One of the many challenges facing managers in consulting engineering companies are the myriad of approval processes required to control the business. For managers of consulting engineers, project time & expense approval, proforma invoice approval, and employee vacation time approval are a part of their day-to-day duties. Central Nervous Systems has pre-configured seven approval workflows in Acumatica as part of our Cloud ERP for Consulting Engineers solution.
The key benefits for approval workflows:
All Digital
Accelerated Approval Processes
Improved Traceability
Permissions & Security
All Digital
The approval workflow feature is digital. No more approving on paper and having the risk of approvals being buried on someone’s desk. No more hunting through emails to find and respond with an approval to ‘hopefully’ the right person.
Accelerated Approval Process
Spend less time on approval processes in general. No more hunting through emails to find and respond with an approval. Approvals are found either through approval tasks or through dashboards. Both methods allow for the approver to drill down into details where they can review attached documents.
Improved Traceability
With approval workflows the approvals are traceable. You get to know who approved the document and when, which is great for audits or troubleshooting issues. This traceability also allows for identifying bottlenecks so that you can know where they are and refine the process to reduce or eliminate those bottlenecks.
Permissions & Security
Approval workflows are setup with proper permissions and user security so that required personnel are approving documents they are supposed to see. Further, since documents are attached to workflows, there is no need to email sensitive documents that may then be viewed by unauthorized users
Should you have any questions or need help with this please contact us.
Shah.