Bank Entry Approval workflow
For Sage 300
Optimize your banking processes with Bank Entry Approval Workflow solution, seamlessly integrated into the Sage 300 Bank Services module. Utilizing Extender Workflow, this comprehensive tool enforces approval protocols for all bank entries, ensuring compliance and enhancing operational efficiency.
Uses Extender Workflow to enforce approval for posting Bank Entries in the Sage 300 Bank Services module.
How it works
- Each Bank Entry gets submitted for approval through Extender’s workflow engine.
- The Approver(s) are notified by email that an entry has been submitted and requires approval.
Approver(s) can review and approve/reject the entry from their Extender Workflow Console.
- If approved, Bank Entry is automatically posted to Bank Services.
- If rejected, Bank Entry is available to be updated and re-submitted to the workflow for approval.
Additional Features
- A custom workflow action to allow approver(s) to approve and post multiple entries with one click
- A custom script to prevent changes to a bank entry while awaiting approval
App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)
Workflow
Makes use of the Workflow capability that comes included with Orchid Extender.