Automate data validation and process integrity

Workflow

So Smart includes a data integrity and process workflow to ensure that every transaction posts correctly. No more data clean-ups at every month end

Workflow Functionality Included

Confirm data integrity on master records and transactions

Set workflow activation criteria

Such as amount limits

Define individual approver users

or groups of approvers (concurrent or sequential)

Approvals can be delegated to other users as needed

Create custom Approval Queues by user, group, or role

Create customer filters on approval queues

To see exactly those approvals that are critical for you

$ 30.00 /month

Interested in this App?

Use the configurator to add it to your new So Smart solution.

Configure your solution