Approval Routing

WolfePak Approval Routing

Route invoices before payment and purchase orders before issue

The WolfePak Approval Routing feature is integrated with our Document Imaging module — you can route invoices to various users for approval before issuing vendor payments (view the scanned invoice as part of the approval process to verify vendor invoicing). You can also route purchase orders and supporting documents for approval before issue.

Other features include:

  • Electronic routing of invoices to users for approval of payment (users can be in a home office or another location, with routing across multiple locations)
  • Notification of pending invoices when logged into that specific company (electronic notification of invoices for approval available with the alerts add-on feature)
  • Coding of A/P invoices can be at first entry level or at a later level when routing through approval process
  • Make coding notes on invoice entries, including notes explaining why invoice was rejected for payment and/or other memo information
  • Review scanned documents with the A/P invoice
  • Define multiple routing paths with different groups of approvers in each path
  • Approver can access historical invoices during invoice approval
  • A/P supervisor can see all pending invoices (by approver)
  • Re-route A/P invoices and purchases to different approver if necessary
  • Change account and sub-account coding with permission

 

The WolfePak approval routing function is standard with our document imaging module and routes invoices/POs to various users for approval.

WolfePak scales with your growth

Your WolfePak conversion sets up post-conversion implementation and training, to ensure that your new system scales and supports your growth.

Training

Monthly new user classes with available on-site consulting and training

User Conference

WolfePak instructors teach you how to do more with less (earn CPE credits too)

Tech Support

Your WolfePak technical support team is always available to solve problems

CALL TO ACTION PANEL

See how you run with WolfePak

To see how WolfePak can help your growing business run leaner and faster, call us at (325) 677-1543 or contact us.