Automate your approval workflow with Horizon EBS

No matter what industry you serve, work often need to be formally approved before it come into effect or action, and managing all the approval process from multiple department in an organization can be a nightmare if you don’t have an automated system to help you.

Budgets, creative project, invoice and many other tasks pass through a series or parallel approvals before they start or complete, and approvals that exceed the time frame has a great impact on business operations.

Here are some of the challenges that can impede on your business and its success

• In large or mid-size organization with multiple departments, there can be hierarchical approval workflows, and it is cumbersome for any person to seek physical approvals from all his line managers.
• If the approver of a particular transaction is unavailable or in leave, the approval process is delayed affecting all the inter-related activities amounting to huge loss for the organization.
• Any person or the executive who initiates the task progress is not aware of the current or history of approval status, and because of the lack of knowledge there is a chance of delay in progressing to next process.

Considering the above impact on the business growth, it becomes prudent for any organization to have a proper Approval Management System in place. If you don’t have a system in place, don’t worry we have the right choice of solution Horizon EBS – Approval Management System to bring hockey stick growth in your business.

Key benefits of approval automation workflow

• Streamlines business process and ensures they are followed each time.
• Define single, group or hierarchical approvals.
• Optimizes time and helps in taking smart decision.
• Ad-hoc approvals to perfectly handle in the absence of an approver.
• Complete transparency to check on the status of the task progress.
• Approve or reject request instantly from email, without logging in to the ERP system.
• Get notified instantly with push notification.
• Eliminate administrative errors.

Essentials of approval automation

The approval workflow is unique for each process in a department and it varies between organization based on their requirement. Horizon EBS – Approval Management System is flexible and helps you to create your own task process. The common tasks in defining the approval process includes

• Submission: A representative or employee initiate submitting a document, invoice, purchase order or anything in the system.
• Assign approvers: If the process has multiple approval levels, define each level and the person who has to approve and give the final say
• Define permission hierarchy: Set user authority level and which user need to approve at each stages of the hierarchy.
• Set due date: Define deadlines to keep the task moving on each level and prevent road blocks.
• Alerts and reminders: Configure reminders to alert and notify to task performance. Automatic alerts on submission approval, rejection or update request to advance to next level. Status on submissions that undergoes multiple update can be sent to everyone to keep them informed.
• Audit log: Save every step in the approval progress for transparency and consistency.

Build robust automated approval process with Horizon EBS

Empower your team to go above and beyond borders with the perfectly designed integrated Approval Management System and Enterprise Resource Planning (ERP). Get real-time visibility into the approval process as it happens with the email and push notifications.

When teams have the clarity on the task progress, there is a lot of things they can accomplish at the same time interval. You can write to us at sales@fit.ae or call us at +971 4 3533727 to know more about Horizon EBS – Approval ManagementSystem.