Transforming Workflows,
Maximizing Efficiency
with
Let's Automate your Workflow
Say hello to efficiency and flexibility with WorkSMART. Designed to complement INBOOKS A/P and Document Automation, WorkSMART offers a wealth of workflow features to automate routing, approving, filing, and more. With unlimited users and workflows, WorkSMART empowers your organization to create tailored processes for every department. From conditional routing to email notifications, WorkSMART provides the tools you need to optimize workflow efficiency and enhance collaboration across your organization.
How It Works
Meet Carolyn, the Accounts Payable Clerk at TechSavvy Inc.
Today, Carolyn receives an invoice for new computers via email. Thanks to INBOOKS WorkSMART, the invoice is automatically named and filed in INBOOKS with TechSavvy’s Financial Controller, Jim, assigned as the approver.
Receiving Invoices
Step 1
Jim promptly receives an email notification regarding the pending invoice approval. After a thorough review, Jim approves the invoice.
Sent for Approval
Step 2
Finally, Carolyn receives an email notification confirming that the invoice has been approved. She promptly proceeds to process the payment, and TechSavvy Inc. soon enjoys the arrival of their new computers seamlessly.
Pay Invoice
Step 5
TechSavvy Inc. has a policy where invoices exceeding a certain threshold require dual approval. Once Jim approves the invoice, it's seamlessly routed to Stacey, the CFO, for the final approval.
Threshold Condition
Step 3
Stacey receives an email notification about the pending approval and efficiently reviews and approves the invoice. With WorkSMART's automated workflow, the process is smooth and hassle-free.
Second Approval
Step 4
Carolyn effortlessly finds the invoice within INBOOKS, accessing a detailed audit trail and confirming its ‘Paid’ status, seamlessly updated by WorkSMART. The system also automatically renames and refiles the invoice given its new Payment Status – streamlining the process without Carolyn's intervention.