By combining the power of Exchequer's Paperless module together
with the customisation capabilities of the Exchequer SDK (Software
Developers Kit), Exchequer has developed a powerful system
Authoris-e™ which allows managers
to approve and authorise transactions via email.
When a user enters a purchase requisition or order, which exceeds
their limit, they need to select the Authorise option, which
creates an email with an image of the transaction, attached and
sends it to the user's supervisor. Upon receipt of the email, the
manager can approve it by replying with an authorisation code.
The transaction is stamped with a complete audit trail of the
authorisation process it has been through.
This module is essential for any companies wishing to introduce
a comprehensive yet convenient authorisation procedure.
Key Benefit
- User specific floor limit and authorisation value
- Authorisation can happen immediately or at a more appropriate
time
- Authorisers exist outside of Exchequer
- Once authorised, originating user is notified by email
- Sales quotations, purchase quotations, purchase orders and
purchase invoices can be authorised based on total value
- If rejected by email, the reason for rejection can be sent
by
e-mail to the originator
- Integrates with Paperless module and sends EDZ based attachment
of transaction to be authorised
- Complete authorisation history is stored within the diary notes
of the transaction
- Separate, secure Administration module - Visual summary of
outstanding requests is available within the Administration
module
- Automatic Value based tolerance for purchase for automatically
authorising purchase invoices
