What does this mean to you? No more copy and paste!
In this short video you will see how easily workQ can create an approvals process for a purchase order that is triggered from on external online accounting system.
The order is raised as normal in the online accounting system. Because workQ is linked to this system triggers can be set to start a workflow when an order is raised.
The first step is to fill in a Word document with the details of the order. Then we look at the total value of the purchase. If the amount is < $500 the order is auto-approved. If < $1, 000 then the Sales Manager can approve otherwise it is sent to the CFO. At each stage tasks are raised and emails sent to the appropriate roles to ensure efficient operation.
This video shows the process using the web user interface, workQ Connect, but the whole process can also be completed just using email.
