ZoneApprovals Explainer Video
If you use NetSuite and are tired of sending countless slack messages and all-company emails desperately trying to uncover the details for that ‘marketing expense’ from three weeks ago, then we have just the thing for you and it’s called ZoneApprovals.
We’ve all experienced the challenges of the expense approvals process on two fronts…
- The challenge of the actual approval process for the transaction. Which manifests through the questions of who has to approve it, how do they do it, what is their decision based on, how can others view this, and what happens if they’re not available?
- And then the challenge of identifying the financial impact of any given transaction. Sure, it’s great to say ‘yes this is approved’…but every transaction has a deeper impact on the business, from reporting to available cash flow. So it’s imperative your finance team can easily view and understand how a transaction has gone from ‘A’ to being applied to the ‘GL’.
If you use NetSuite and are tired of sending countless slack messages and all-company emails desperately trying to uncover the details for that ‘marketing expense’ from three weeks ago, then we have just the thing for you and it’s called ZoneApprovals.
it’s a native, affordable, easy-to-configure, and even easier-to-use SuiteApp for NetSuite. It can manage everything from approval by email, to transaction audit trails completely within the NetSuite platform.
It’s simple to use. You’ll start by mapping out your approvals configuration. Set an approval hierarchy - which is what role or who approves what type of expenses. Then you set up your approvals matrix - this includes customizations like in what order the approvals are assigned, what dates the approvals are sent and due back, etc. You can customize it any time if you need to change something. AND. DONE. Set it and forget it. Byeeee 👋
Approvals happen sequentially and with a full audit trail that allows you to track the hierarchy and in which approval status each expense is currently at.
Your team members can even approve expenses by email! Sounds like a dream, huh? Well this dream is REAL!
Although, Gabbi in the marketing department probably misses your monthly slack chats. You should message her every now and then to keep her company ;)
