Advanced Approvals
Tom Jurasek
Director
Looking for more flexible workflows and better approval controls in Sage Intacct? Advanced Approvals by Baker Tilly Digital brings comprehensive and customizable workflow and approval capabilities to Sage Intacct.
Understanding Advanced Approvals
Watch the short video to learn what Advanced Approvals is and how it can help your business.
Features
Sophisticated, multistep workflow capabilities
Create separate approval workflows by entity and create approval rules on any field
Delegates and out of office approvers
Ensure the appropriate controls and procedures are in place when employees are out of office
Flexible approval logic
Skip approvers based on specific dollar threshold
Automatic detection of duplicate vendors and customers
Reduce manual reviews and processes
Time-based rules
Create rules to automatically confirm or decline after a set period of time
Email notifications and reminders
Never miss time-sensitive approvals
Global and personal configurations
Create specific administrator delegations and control configurations based on roles and availability