Dynamic Approvals App
by Sajjad Hussain
Efficiency and adaptability are crucial elements of successful operations. Numla, always at the forefront of innovation, is proud to introduce its latest app: Dynamic Approvals. This solution redefines approval processes for payments, purchase orders, invoices, and more, allowing for dynamic and customizable approval workflows like never before.
Key features
So, what makes Dynamic Approvals truly dynamic? Let's delve into its key features:
Approval Configuration Tab
At the core of Dynamic Approvals is the 'Approval Configuration' tab within the company form. Here, users can define approval configurations for various applications, each represented by a configurable line. This intuitive interface empowers users to tailor approval workflows to suit their unique business requirements.
Multi-User Approval
Gone are the days of rigid approval structures limited to a single approver. With Dynamic Approvals, users can select multiple approvers for each configuration line. This flexibility enables collaborative decision-making and ensures that approvals can progress seamlessly, even in the absence of a single designated approver.
Amount-Based Approval Triggers
Dynamic Approvals introduces granular control over approval triggers with its innovative amount-based configuration. Users can specify a range of amounts (from and to) for each approver, dictating the conditions under which their approval is required. This precision ensures that approvals are triggered only when necessary, streamlining the process and reducing unnecessary delays.
Seamless Integration
Dynamic Approvals seamlessly integrates into existing workflows, enhancing rather than disrupting established processes. Whether creating purchase orders, invoices, or payment records, users can leverage Dynamic Approvals to streamline approval processes without sacrificing efficiency.
Automated Approval Workflow
Upon submission of a document requiring approval, Dynamic Approvals automates the approval workflow with precision and efficiency. Activities are generated for designated approvers, guiding them through the approval process step by step. As each approver completes their task, the workflow progresses automatically, ensuring swift and seamless approval.
Enhanced Visibility and Tracking
With Dynamic Approvals, users gain unparalleled visibility into the approval status of documents. Activity logs provide real-time updates on the progress of approvals, allowing stakeholders to track each step of the process effortlessly. This transparency fosters accountability and facilitates informed decision-making.
Here we can see an RFQ has been created. So, let’s confirm it.
As we can see in this screenshot, activity has been generated automatically for the first user we have selected in the configuration on the company form. When this user approves this RFQ, his activity will be automatically marked as done. A new activity will be generated for the next user/approver and so on.
Experience the Power of Dynamic Approvals
Numla's Dynamic Approvals enhances approval management by offering unparalleled flexibility, control, and efficiency. With its intuitive interface, multi-user support, and automated workflows, Dynamic Approvals empowers businesses to optimize their approval processes and adapt to evolving needs with ease.