Workflow

Do you need a smart solution for quick and targeted approval of orders, contracts, invoices or other company documents? Including linking to departmental, team or project budgets or control of spending? Our solution will help you.

Valid from: 07. 12. 2023

Solutions Enterprise Applications Smart solutions for business processes

Records of all documents in one place

Are you worried about questions like where is the contract, or how many invoices will there be? Or has the invoice already been approved for payment and are not we over budget? Make it simple. Handle everything automated, intelligently and most importantly securely in conjunction with Dynamics 365. Provide your employees with an app to facilitate the entire approval process. And all with automatic budget matching to keep everything addressable and under control.

So, you can easily see which invoices belong to which contracts and orders. You'll never lose documents and only responsible employees with permission will have direct access to them.

Benefits

Standardisation of the approval process for contracts, orders and invoices
Standardisation and unification of the document registration process
Clear communication over approvals
Monitoring of budget execution in individual categories
Easy and quick implementation
Possibility to modify and extend according to customer needs
Online system accessible from any device

Budget under control

One click to get an overview of the current budget spending and its outlook based on planned orders resulting from contracts for a specific department or the entire company.

Easy approval

Any change in status over documents is immediately notified to the responsible employee, so there is never a delay in approval due to miscommunication. The actual approval or return of the document can be done by the user directly from the mobile phone at any time and from anywhere.

The app can be connected to modern ERP systems in the areas of supplier lists, budgets, orders, contracts and invoices to automate efficient processes even further.

However, the system can also function fully without this connection, simply import the budget into the application and you will still have control over the spending.

The approval process and flow in the application can be quickly adjusted to suit the company, with the ability to modify dials, suppliers, approvers and other parameters, even for multiple companies within a group. With customization options, specific approval processes are no obstacle for the efficiency of your business.

Brilliant business solutions

Why are this and our other apps on the Microsoft PowerApps platform so brilliant?

They are based on the real needs of companies for a given area and process.
They bring the possibility of easy expansion and therefore will grow with your business needs.
They are easy to customize and scale to meet the exact requirements and current situation.
Deploying them into real use in the company is not a process of months but days.
They are secure thanks to the Microsoft Power Apps platform.