|
SOX Check Approval -
Show Web Screens
|
|
|
Available for $1,795 + $450 per year, SOX Check Approval
takes control of the Sage 300 check printing process. Checks for one or more companies are approved
by managers from an easy-to-use, central console. Payment batches are prepared by staff and submitted
for approval. One to Three levels of approval are required. Unapproved checks are removed from the
payment batch and approved checks are released for printing and distribution. A full audit report
is available as an Excel spreadsheet. Integrations with Altec DocLink and
Orchid Document Management Link are available (requires an additional license of $995 + $250/year).
|
|
Download All The Essentials:
PDF Handout (key info and video links in one file)
|
|
Watch SOX Check Approval Overview:
https://youtu.be/Fj6mJs_pT5k
|
|
Watch SOX Check Approval Web Screens:
https://youtu.be/YS9bXuJZPEc
|
|
|
*New*
Web screens in the Sage 300 web home page are now available for the approval console, audit report and payment batch submission.
|
|
|
|
SOX Check Approval provides three approval workflows:
|
| • |
Strict: All checks must be approved at all levels.
This workflow lets you specify up to three levels of check approvers. Choose this workflow when the top level of approval must see all checks in all batches.
This workflow was in prior versions.
|
| • |
Relaxed: Checks above level limits must be approved at higher levels.
Like the Strict workflow, this option lets you specify up to three levels of check approvers. Choose this workflow when the top levels of approval only want to see checks above specified limits.
This workflow was in prior versions.
|
| • |
Simplified: Checks must be approved by a number of users.
This workflow lets you require up to three check approvers. Choose this workflow when each check requires more than one approver, but there is no hierarchy or order for approvers.
This workflow is new.
|
|
|
|
Check Approval Console:
See User Guide
|
|
| Features and Benefits - Console |
| • |
Companies and batches are displayed in an easy-to-use tree view.
|
| • |
A 1-level, 2-level or 3-level approval process can be defined per company.
|
| • |
Batches can be sent back a previous approval level or all the way back to batch entry.
|
| • |
When a batch is approved, unapproved checks are removed from the batch and the batch is
released for printing in the source company.
|
| • |
An audit log of all approval submission and approval activity is maintained.
|
| • |
Integration with Altec DocLink, Orchid Document Management Link and docSTAR Eclipse is provided (requires additional license).
|
|
|
|
Check Approval Audit Report:
See User Guide
|
|
|
|
Extended Payment Batch:
See User Guide
|
|
| Features and Benefits - Extended Payment Batch List |
| • |
Accounts Payable Payment Batch List and Payment Entry functions are replaced with versions
that restrict the entry, approval and printing of checks.
|
| • |
A "Submit for Approval" button puts a batch into the "Check Creation in Progress" state,
which stops further modification of the batch by staff.
|
| • |
When a payment batch is submitted for approval, the batch and its entries are
copied from the source company into an Approval Database that is managed by the Check Approval Console.
|
| • |
When a payment batch of type System is submitted for approval, a prompt will allow users
to change the type to Generated - so that another payment batch can be generated during the
approval process.
|
|
|
|
Setup:
See User Guide
|
|
| Features and Benefits - Setup |
| • |
Three different workflows are supported: Strict, Relaxed and Simplified.
|
| • |
A per-company exclusion list identifies payment codes to be excluded from the approval process.
|
| • |
A system administrator can set up executive access and passwords, which are then
encrypted and stored in the Sage 300 shared folder.
|
|
|
| Platform Requirements |
| • | Sage 300 2012 to 2021 |
| • | Supported Languages: English, French and Spanish |
|
|
How to:
Run SOX Check Approval Console
in an iPad, Mac or Windows Browser
|
