Authoris-e™

This module is essential for any companies wishing to introduce a comprehensive yet convenient and streamlined authorisation procedure.

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.

Key Benefits:

• 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 email 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, with a visual summary of outstanding requests available within it
• Automatic Value based tolerance for purchase for automatically authorising purchase invoices