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Approvals are only as helpful as they are easy to manage. Manual workflows leave teams overwhelmed with emails and too many clicks to count. With ZoneApprovals, anyone with or without NetSuite experience can effortlessly build, manage, and edit simple to complex workflows. The application provides an intuitive user interface that allows all levels of experience to generate an approval flow with just a few clicks on one screen. Key points of the application: Easy to use, Approval by email, Full audit trail, Accrual postings, Bulk Approvals, and Group approval (groups and user role).
With ZoneApprovals, anyone with or without NetSuite experience can build, manage, and edit simple to complex workflows effortlessly.
ZoneApprovals was designed and developed along with NetSuite customers who wanted to:
- Create approval flows without workflow or scripting knowledge
- Maintain approval flows in an easy and understandable way
- Desire real-time approval audit trails
- Automatically accrue unapproved transactions
- Approve by email
- Group and bulk approval functionality
ZoneApprovals makes designing and maintaining an approval flow on specific transaction types easy. The application uses a custom interface that allows users to create and maintain approvals.
Key Benefits
Simple and easy to set up and maintain
- Users without any workflow or scripting experience can set up and maintain approval processes
- Approval routing can be triggered on any field, segment, or account with just a click
- Configurations can be made really general or specific per transaction type and subsidiary
- Group approvals can be set with a single click in the matrix
Native Deployment Ensures NetSuite Remains Your Single Data Source
- Enhances existing NetSuite custom fields and workflows
- Users have no need to leave their NetSuite screen
- No need to worry about custom fields integrating with a new system
Affordable, Easy-to-Install and Easy-to-Use
- Remote installation and training within two hours
- No new interface to learn
- Nominal fee per bill page
Features
Full audit trail
Approvals provide the end user with real-time insights into the current approval routing and the history. On each transaction, an audit trail can be found that clearly indicates where the transaction is in the approval process and what has happened so far. Besides the transaction level detail, the application also provides an approval portlet for pending approvals and a detailed audit report.
Accrual postings
With the fully automated accrual posting feature the user can decide per transaction type and subsidiary if an accrual should be generated and to which account this accrual posting should be posted. The accrual posting creation and reversal will be handled fully automated on the background based on the company's preferences.
Approval by email
The approval by email allows all users to simply approve any transaction type by email. The approval email can be fully customized and set to include printouts of the transaction and even the original vendor bill when combined with Scan&Capture.
Bulk approval
The bulk approval feature provides users with the ability to approve all transaction types in just one general overview. The overview allows the user to drill down to the transaction-specific data to be sure the proper decision is made.
Group/User role based approvals
Approvals allow the end user to make approval routing based on standard NetSuite groups or user roles. The applicable groups or roles will become selectable in the easy-to-use matrix with just one click.
Future-proof Your Business with ZoneApprovals
ZoneApprovals is easy to set up and maintain, requiring no in-house knowledge, removing the need for a system administrator to set up and maintain the approval routings.
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