Approvals and controls
Money moves only after the right people say yes.
Payment approval workflow software with credit limit control, posting locks and a full activity log, so every entry is checked and traceable.
Payment approvalsPending 3
Supplier A45,000.00
Supplier B12,600.00
Supplier C30,000.00
Awaiting approval87,600.00
Sample figures for illustration.
01 · Approvals
Approve payments and receipts first.
Payments and receipts go through an approval workflow, with approver caps set per company. Ledgers can be approved too.
- Payment approval workflow
- Receipt approval workflow
- Approver caps per company
- Ledger approval
02 · Credit
Keep credit under control.
Check credit on every sale, grant temporary credit limits when you decide to, and protect held bills.
- Credit check on sales
- Temporary credit limits
- Held-bill protection
03 · Audit
Lock the books and see who did what.
Posting locks stop entries where you do not want them. The activity log and the history on every voucher show who changed what.
- Posting locks
- Activity log
- History on every voucher
What's included
- Payment approval workflow
- Receipt approval workflow
- Held-bill protection
- Temporary credit limits
- Approver caps per company
- Credit check on sales
- Posting locks
- Ledger approval
- Activity log
- History on every voucher
Related modules
See your approvals in allsoft® Books.
A 30-minute walkthrough set up with your approval chain.