Workflow and approvals
Approval rules and audit logging for the transactions that should not leave your business on one person’s say-so, with a record of who approved what and when.
Creates your BKS Suite account, then we set the business up with you.
Delivered by
BKS Suite approvals and audit log
Work is performed by BKS on systems BKS operates, and appears in your BKS Suite account.
Scope
What is included
- Approval rules by transaction type and threshold
- An approvals queue for the people who have to sign off
- An immutable audit log of user actions
- Role-based access so people see only their own scope
Questions
Workflow and approvals: common questions
Can I require approval above a dollar amount?
Yes. Approval rules are configured per transaction type with your own thresholds.
Related
What usually goes with this
Services rarely arrive one at a time. These are the ones that normally come up in the same conversation.
Get workflow and approvals handled.
Tell us where the business stands today and you will get a written scope and a quote before anything is filed.
Prefer to write it out? Send us the details.