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Document Approval < back

PaperLess makes sure you keep track of your documents

PaperLess provides you with a way to ensure that your approvals process can be structured to the way your organisation works. This means that the people within an organisation who are involved in the approval process have no requirement to have access to your chosen accounting application.

Key points:

Ensure that any document that requires approval can be tracked through the approval process
All business documents can be managed within document flow
Audit trail is clear for all user's approvals

All business documents such as holiday forms, expenses, purchase orders, quotations, and invoices can be managed by PaperLess Document flow.

Once the approvals process is complete you can make a final check on the transactions, and amend any accounting lines in the transaction voucher prior to posting in your accounting application.

Continue your tour of the PaperLess 9-feature cycle by learning how to Post and View all transaction types in the PaperLess Accounting Archive.

Further Details

PaperLess enables you to ensure that any document that requires approval by other people can be tracked through the approval process.

This means that the people within an organisation that are involved in the approval process have no requirement to have access to your chosen accounting application. PaperLess provides you with a way to ensure that your approvals process can be structured to the way your organisation works.

With the PaperLess document approvals process you can:

Set up multiple approval flows with one or more people in each
Stay on track with your documents
Free those documents trapped in process by a person who is unable to take action
People can make comments on the document, and refuse the approval with reasons
Each user only sees the documents that they need to action
In the archive each user can see the history of the approval process for each document that they have been involved with.

Once the approvals process is complete you can make a final check on the transactions, or amend any accounting lines in the transaction voucher prior to posting in your accounting application.

Less Details