Workflows
Back to Ubyquo ModulesApprove your invoices without printing or moving a single sheet of paper
A single centralized copy of each document for administration and approvers. Custom workflows, signing from your browser or phone, and full control over who has each invoice.
How does it work?
From the received PDF to the approved invoice, in 6 steps
Receipt
The invoice arrives as a PDF or as an e-invoice and the Invoices module extracts its data.
Assignment
At that point, the rules decide which workflow the invoice enters and assign the signatories.
Notification
Each approver sees their pending signatures and receives reminders.
Approval
Approve or reject, in bulk too, from your browser or phone, with comments and cost centers.
Posting
Posting or payment stays blocked until the stage you choose is approved.
Tracking
Monitor by workflow, stage or signatory and know at all times who has each invoice.
Everything you can automate
A complete module, designed for your approval processes
1. Custom workflows
- ✓As many approval workflows as you need.
- ✓Up to 10 signatories per workflow, organized into groups.
- ✓At each stage, a fixed signatory, one chosen by rules, or anyone in the group.
2. Assignment rules
- ✓Triggered automatically when the Invoices module processes the invoice.
- ✓They choose the workflow and the signatories using any invoice field: supplier, cost center, amount...
- ✓Automatic approval below the amount you set.
3. Accounting control
- ✓Posting is blocked until the stage is approved.
- ✓Posting with the payables blocked so they are not paid.
- ✓Payables unblocked on approval, without entering the ERP.
4. Sign from anywhere
- ✓100% web access, also from your phone, with nothing to install.
- ✓Bulk approval or rejection, with comments.
- ✓The approver can fill in the cost centers.
5. Supervision and alerts
- ✓View by workflow and stage, or by signatory.
- ✓Reminders to signatories.
- ✓Email alerts when a document is rejected.
6. Transparency
- ✓Signing mode: only the documents pending signature.
- ✓Query mode: status and data of each invoice, online.
- ✓Handover of the signature to another approver if it was assigned by mistake.
Pricing
Choose the plan that best fits your number of users.