Budget Workflow

Approve capital expenditure (CAPEX) projects by collaborating with this workflow solution

With the Budget Workflow add-in, you can automate your CAPEX approvals, involving your stakeholders, subject matter experts, and managers. It's a Budgeting solution for any organization that requires multiple approvals.

  • Users create "Budget Requests"
  • Emails are sent to the workflow participants when they have a task to perform
  • "Budget Thresholds" determine how many people must approve a request
  • "Financial Areas" are corollaries to General Ledger accounts. Most businesses have these defined as areas of responsibility within departments or management areas of responsibility
  • At the end of the approval process, issuing a purchase order number may be specified, enabling integration with your accounting system
  • Approvers can ask for additional information at any stage of the workflow

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