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Approval Portal

Introduction:​

Approval Portal is a centralized platform designed to streamline the process of managing invoices within your organization. It provides users with a user-friendly interface to view, track, and approve invoices efficiently.

Key Features and Explanations:​

Dashboard:​

    • Obtain an overview of crucial metrics and details concerning invoices, approvals, and rejection status.
    • Upon logging in, users encounter a dynamic dashboard offering insights into the organization's invoice activities. Learn More

Invoices:​

    • Access a comprehensive list of all invoices with the capability to search, filter, and sort based on various criteria.
    • Users can efficiently search, filter, and sort invoices based on parameters such as date, amount, or client name. Learn More

Client Statements:​

    • Review a summarized transaction history, outstanding balances, and payment details for each client.
    • Gain insights into transaction history, outstanding balances, and payment details by reviewing client statements. Learn More

Import Invoices from Files:​

    • Expedite the process of adding invoices by importing files such as CSV, Excel, or PDF.
    • Simplify invoice addition by importing files directly into the portal. Supported file formats include CSV, Excel, and PDF. Learn More

Invoice Approval and Rejection:​

    • Take decisive action to approve or reject invoices directly from the portal with the option to include comments.
    • Empower users to approve or reject invoices directly from the portal, with the ability to add comments for improved communication and tracking. Learn More