Approvals are only as helpful as they are easy to manage. Manual workflows often leave teams overwhelmed with emails and too many clicks to track. With ZoneApprovals, anyone - with or without NetSuite experience - can effortlessly build, manage, and edit simple to complex approval flows. The application provides an intuitive user interface that allows users of all levels of experience to generate an approval flow with just a few clicks on a single screen. Key features of the application include an easy-to-use interface, approval by email, a full audit trail, accrual postings, bulk approvals, group routing (groups and user roles), and extended support for custom records like AP Payment Batches.
ZoneApprovals was designed and developed alongside NetSuite customers who wanted to:
- Create approval flows without requiring workflow or scripting knowledge
- Maintain approval flows in an easy and understandable way
- Gain real-time approval audit trails
- Automatically accrue unapproved transactions
- Approve transactions by email
- Utilize group and bulk approval functionality
ZoneApprovals makes designing and maintaining an approval flow on specific transaction types and supported custom records 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 highly 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 approval processes
- 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
ZoneApprovals is easy to set up and maintain, requiring no specialized in-house knowledge, which removes the need for a system administrator to set up and maintain the approval routings:
- Remote installation and training within two hours
- No new interface to learn
- Nominal fee per bill page
Features
Full Audit Trail
ZoneApprovals provides the end user with real-time insights into the current approval routing and its history. On each transaction, there is an audit trail 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 in a fully automated way in the background based on the company's preferences.
Approval By Email
Approval by email allows all users to simply approve any supported transaction type directly via 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 ZoneCapture.
Approval Reminder
This feature sends a single, consolidated daily email to approvers listing all overdue transactions waiting for their action – so nothing slips through the cracks. The reminder emails prevent delays, enhance visibility of any overdue items and the feature is set up within a few seconds.
Bulk Approvals
The Bulk Approvals feature provides users with the ability to approve all transaction types in just one general overview. The overview allows the user to drill down into transaction-specific data to ensure the proper decision is made.
Group and Role Based Approvals
ZoneApprovals allows the end user to create 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.
AP Payment Batch Support
ZoneApprovals extends beyond standard transaction types to support custom records, starting with basic approval flow for the AP Payment Batch, part of ZoneCapture's AP Automation. This extension focuses on core subsidiary, amount, and classification-based approvals, and enhanced approval progress tracking. For more information, see the AP Payment Batch page.
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