Optimize Your Approval Processes with Business Central Approval

Key Features of Gestisoft Business Central Approval

Gestisoft Business Central Approval allows businesses to design and manage personalized approval flows tailored to their diverse business processes. This feature enables the creation of specific approval rules based on criteria such as the transaction amount, department, or type of document. Each rule defines the approval pathway, which may involve multiple levels and include different individuals authorized to make decisions. This flexibility ensures that approval processes are not only efficient but also comply with the company's internal policies.

• Customization of approval flows: Businesses can create specific flows for processes such as purchase requests, purchase orders, leave requests, and timesheets. This flexibility allows the adaptation of approval processes to specific business needs.
• Definition of precise approval rules: Approval rules can be set based on specific criteria such as transaction amount, department, or document type, providing precise control over the approval process.
• Multi-level management: Approval flows can incorporate multiple levels of approval, requiring the endorsement of several supervisors. This adds an additional layer of security and verification for critical processes.
• Automated notifications and integrations: Users involved in the approval processes receive automatic notifications through Dynamics 365 Business Central, Microsoft Teams, or Outlook when their action is required, facilitating quick approvals and avoiding delays.

Integration and Ease of Use

The integration of Gestisoft Business Central Approval with Microsoft Teams and Outlook revolutionizes how approvals are managed within a company. This integration allows users to remain in their usual applications while managing approvals, which simplifies the process and enhances user adoption. Here's how this integration improves the experience:

• Automated notifications: Users receive real-time alerts when their attention or action is required, allowing for quick responses and avoiding delays in approval processes.
• Direct review and approval: Requests can be reviewed, approved, or rejected directly from the interface of Microsoft Teams or Outlook, facilitating quick decisions without the need to switch platforms.
• Seamless synchronization: Information and approval statuses are synchronized in real time with Dynamics 365 Business Central, ensuring constant and accurate data updates.

Benefits for Businesses

Implementing Gestisoft Business Central Approval offers multiple benefits that can transform business process management. Here are the main advantages:

• Increased operational efficiency: Automated approval flows reduce the time needed to process requests, thus enabling faster task execution and reducing delays.
• Real-time visibility: Managers have complete visibility into the status of ongoing approvals, allowing them to effectively monitor processes and make informed decisions quickly.
• Enhanced compliance: Defined approval rules ensure that all processes adhere to internal standards and policies, reducing compliance risks and improving operational security.

Conclusion

Gestisoft Business Central Approval is more than just a feature; it's a catalyst for operational efficiency. By integrating customized approval flows and providing real-time decision-making tools, it helps businesses manage their operations more effectively and with increased compliance. To learn more about how this solution can be implemented in your business or for a personalized demonstration, please contact us.