Enhanced Approval Workflows

AdaptaLogix approval workflows allow users to define approval rules in which multiple approvals from various departments or entities are required before transactions impact the general ledger or cash flow.

Enhancing Approval Workflows

Key Features

Authority Matrix
Authority Matrix
Maintaining a proper authority matrix is crucial to small organizations that are public or will IPO soon. Set up your authority matrix with effective cost limits and proper delegation to maximize efficiency in conjunction with compliance.
Approval Notes
Approval Notes
Contextualize approvals and streamline communication with approval notes in your workflows. Explanations for approval or denial of a request are captured and recorded to serve as a future point of reference.
Separation of Duties
Separation of Duties
Establish the necessary controls on funds to prevent fraud, error, and theft. Whether it’s approval of entries, deposit slips, payroll or vendor invoices, the separation of duties built into our system facilitates thorough internal controls.
Routing and Approval
Routing and Approval
The approval routing pages allows you to establish and select the process expense reports go through your approval workflows. Set thresholds for elevation, and easily onboard new employees.
Auditability and Audit Support
Auditability and Audit Support
Benefit from easily accessible cloud-based data, ease of entry, increased processing time, task automation, and enhanced reporting and analysis capabilities.
Scalability
Scalability
A viable drug candidate can thrust an organization into growth at breakneck speeds—and its contracts and accounting complexity are no different. As the number of purchase orders, contracts, and invoices increases, you’ll have peace of mind that our system will always meet your demands.

Check out our recent blogs & content in the resource library

5 Reasons Why Bio is Going Big in Ohio
learn more

5 Steps to Take Before Implementing a New ERP System
learn more

5 Signs It's Time to Step Up to an ERP System
learn more