Simplify your approval process
Often, multiple employees within the organization must approve a document before you can proceed to the next step. The approval process regularly involves additional tasks, such as making copies, updating Excel lists, and distributing folders. As a result, it is not only time-consuming but also prone to errors. With our Workflow, we ensure that a document goes through the proper channels digitally, allowing individuals to approve the document quickly and easily. The process is entirely digital. The Whitevision Smartphone App ensures that you can use the workflow software anytime and anywhere. Approving a document in the app becomes a breeze for all users!
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Download whitepaper ‘the future of purchase invoice processing’ and discover the benefits for your organization.
Our solution includes all the features you would expect from workflow software. For example, you can specify that documents within certain categories—such as fuel bills—must always be submitted to specific employees for approval. You only need to set this up once. After that, the relevant documents will automatically be directed to the designated individuals. Curious about other handy features that make approving purchase invoices easier? Here’s a list:
- Automatic notifications for documents requiring approval.
- Approval via desktop, laptop, phone, or tablet with the Whitevision Smartphone App.
- Access to your personal history, allowing you to quickly compare a new invoice with previous ones.
- The ability to include an authorization schedule in your workflow system. This ensures that you are authorized to approve documents up to a certain amount. If it exceeds this amount, it is automatically sent to other approvers.
This is how simple your work process can be:
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Fast booking and approval
With our solution, you benefit from fast, complete booking of headers and lines and digital approval of documents.
Integration with your system
Frequently Asked Questions
Does Whitevision also help me with the approval of documents?
For digitally routing, reviewing and approving documents, we offer convenient workflow software. It is included in all variants. This way, your approval process is always manageable, insightful and simple.
How exactly does Whitevision make it easier for me to process incoming documents?
We offer a convenient cloud solution that you don’t have to worry about. Hosting and automatic software updates are included in the monthly fee.
In addition, Whitevision pairs with several ERP systems. Thanks to our close partnerships with several ERP providers, we offer far-reaching integrations. As a result, you process incoming documents smoothly and easily.
How do I make the process around incoming document processing even easier?
For example, are you spending a lot of time dealing with the overwhelming flow of incoming emails? The SMART E-mail handler takes the preliminary work off your hands. This tool automatically splits, combines and moves attachments or digital purchase invoices.
Are you spending hours breaking down cost invoices, recalculating VAT per line and processing purchase invoices with many lines? Then rule recognition offers an outcome.
How long does an implementation take?
If we are awarded the contract, we will plan the implementation of our software together with you. Depending on the type of ERP system, whether you are already working with it, and the extent to which preparations have been made, implementation will take 1 to 4 days. These days will be spread over several contact moments. The total lead time varies from 2 to 8 weeks.
During the process, we ask you to test carefully between implementation days. In addition, we schedule regular contact moments for questions and feedback.
Can I also approve documents via my tablet and phone?
Yes you certainly can. Take control of your approval processes and scanning information. Anytime, anywhere with the Whitevision app. Digitally approve invoices, check documents and scan receipts. Discover the benefits for your organization.
I have been asked to establish a remote connection, how do I do that?
You can download and launch Teamviewer Quick Support using the following link. An ID and password will then be displayed in Teamviewer. You can pass these on to our Support employee.
My question is not there, what is the best thing to do?
Send an e-mail to: [email protected] with your question and contact information, or fill out the contact form. We will answer your question as soon as possible. Are you already a Whitevision customer? Then go to the customer portal for more information.
