Workflow Launchpad™ 

The Accounts Payable workflow establishes a consistent intake, review, and approval process for vendor invoices before payment is issued. It creates clear accountability, reduces manual follow-ups, and provides a reliable audit trail for every invoice processed.

This workflow provides a structured review and approval process for financial statements at period close. It improves visibility, ensures proper sign-off, and supports stronger governance over financial reporting.

Billing Invoice Approval ensures customer invoices move through the appropriate reviews before being sent. This workflow helps prevent errors, supports compliance requirements, and improves confidence that revenue is billed accurately, consistently, and timely.

Journal Entry Approval creates a controlled process for preparing, reviewing, and approving accounting entries. It reduces ad-hoc postings, improves data quality, and supports audit readiness by documenting approvals and supporting details.

The Employee Management workflow standardizes how employee changes are requested, reviewed, and approved. It supports onboarding, role changes, and separations while ensuring the right stakeholders are involved and changes are documented.

The Project Workforce workflow manages requests and approvals related to assigning employees or contractors to projects. It helps organizations align staffing decisions with project needs while maintaining visibility and approval control.

Travel Authorization captures approvals before travel costs are incurred. This workflow provides guardrails around spending, ensures policy alignment, and reduces last-minute approval requests and confusion.

Vendor Management standardizes the process for adding and updating vendor records. It improves data consistency, reduces risk, and ensures vendor information is reviewed and approved before being used in downstream systems.

The Vendor Rating workflow introduces a structured approach to evaluating vendor performance. It helps organizations capture feedback consistently and use that information to support better vendor decisions over time.

Opportunity Management provides a consistent intake and review process for new opportunities. It improves visibility into the pipeline and ensures opportunities are evaluated using clear criteria before advancing.

Document and Agreement e-Signature supports formal execution of approved documents. It captures signatures with proper tracking and creates a clear record of authorization for finalized documents.

General Document Approval provides a flexible approval framework for any document that requires review. It creates consistency across departments and ensures decisions are documented and traceable.