IQData Approval System

IQData Approval System

Purchase order approvals

The IQData Approval System is a secure cloud based application that simplifies approval workflow. Company settings govern permissions controlling user actions. These include spending limits, departments, roles.

Integration with your ERP

This system utilises ERP data in an external process and can directly interface to common ERP systems using the IQData Integration Manager.

Email / SMS reminders

The system sends out notifications by email and SMS to prompt user actions. Reports and exceptions are available to highlight outstanding actions and provide KPI data. Templates are used to set up system generated documents such as orders.

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Features

Dashboards

  • See all items awaiting action by user (for approval, for update)
  • See history on user created requisitions
  • Monitor and track budget spend per department
  • View notification messages

Notifications

  • Sends out alerts to users requiring their attention
  • Utilises email and / or SMS messaging
  • Quick action links in emails

Reports

  • Accountant reports (check goods/ service receipt, search requisitions)
  • Budget compare
  • Details on orders and requisitions by department, supplier, user, period

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IQData Approval System Dashboards

Workflow



Create Requisition

  • Simple to use
  • Login from anywhere
  • Secure
  • Linked to ERP in order to get: Suppliers, GL Set
  • Contains Company Departments, Positions And Authorisation Levels
  • Sends notifications to approver based on configured rules
IQData Approval System Requisition

Validation

Notification



Approval

  • Can approve / Reject
  • Rejections are sent back to the requestor with comments
  • Notification by email
  • Quick approve with a single click
  • Full approval history with user recorded actions
  • Available anywhere - you do not have to be in the office to approve
IQData Approval System Approval

Notification

ERP

Purchase Order



Receiving

  • Record receipt of goods or services
  • Assist supplier invoice reconciliation
  • Allow partial receipting
  • Allow comments
IQData Approval System Receiving

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Optional extras

Manage your own site

  • Set up departments
IQData Approval System Manage01
  • Set up positions
IQData Approval System Manage02
  • Assign users to positions
IQData Approval System Manage03

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