Introduction
Manual approval processes in expense reporting, purchase orders, and invoices can cause delays and errors, leading to inefficiencies in financial management. Sage Intacct’s automated workflows ensure faster, error-free approvals while maintaining compliance with business policies. This article provides a step-by-step guide to configuring approval workflows for seamless automation.
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Steps to Set Up Approval Workflows
- Navigate to Workflow Settings – Go to Company > Workflow Approvals to access approval configurations.
- Define Approval Rules – Set up multi-level approvals based on amount thresholds, departments, or user roles.
- Enable Notifications – Configure email alerts and in-system reminders to ensure timely approvals.
- Test & Activate – Run a test approval scenario before activating the workflow for all users to prevent issues.
- Monitor & Optimize – Regularly review the approval logs to identify bottlenecks and optimize performance.
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