Payables Workflow provides essential functionality for Sage 300 sites looking to automate and streamline their payables process. Organizations can now input supplier invoices (including scan) and have the document submitted to workflows for required approvals.
Getting Started
Supplier invoices are initially created into the Invoice Register
The invoice is submitted into the workflow and routed for approval as per the customisable workflow definition
*Multiple workflows are supported to cater for different approval flows within organisations.
Workflows route the Invoices to approvers
Integrates with:
Accounts Payable
Approved invoices can be immediately appended to an open AP Invoice batch from the final approval in the workflow.
Purchase Order
Approved invoices are immediately inserted into the PO module after the final approval in the workflow
Payables Workflow
Document scans can be easily attached at the point of entry and accessible throughout the approval workflow process.
Web Approvals / Mobile Approvals
A Web based Approval Console is available (an additional service) that allows simple & easy remote access by workflow approvers. Any approval actions via the browser-based Approval Console are effected instantly in the client’s on-premise Sage 300 implementation via Web Services. Support for direct access from mobile devices is also available providing an excellent workflow solution for management on the move.
Payables Workflow benefits include:
- Streamlined approvals process
- More efficient use of time
- Integration with Workflow Documents – items can be scanned and attached at the point of entry and accessible throughout the approval workflow process
- Ability to apply any outstanding credit notes against incoming invoices to ensure the correct amount is paid
- Integration with Accounts Payable – approved invoices can be added to an open AP invoice batch immediately or on a periodic basis.