Budget Approval Workflow

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

Automation setup:

  1. The Notification Bot is configured to notify the Flow Admin when a new budget approval request has been submitted by an employee.
  2. The Reminder Bot is configuredto send email reminders to the budget manager if a request form has not been approved within the specified time period.
  3. The Notification Bot is configured to notify the Flow Admin and the requester when their request has been approved by the budget manager.
Once a Budget Form has been approved by a manager, submitted data is automatically transferred to the company’s CRM and private database for further insights and compliance auditing. The Budget Approval Flow allows employees to easily track the approval process in a single secure space. In turn, accounting and finance departments cut costs and conserve company resources that would normally be directed towards budget preparation and planning.

Learn How to Easily Manage Your Budget Approvals

For every business regardless of its size, the budget is one of the most crucial points related to the functioning of the whole system. Planning your finances is one of the most complicated tasks. Simply put, it can be tedious and icky. When dealing with an organization's money, it's highly important to properly negotiate all expenses and keep accurate records. airSlate makes it easier to get Budget Approvals and process them with less hassle.

  1. Make the completion and approval procedure transparent.
  2. Utilize clear and straightforward Flow Templates.
  3. Keep all people involved aware of the document details and their changes.
  4. Make the Approval form go from one recipient to another automatically.
  5. Check the status of your document cycle in detail.

Enjoy the benefits offered by airSlate and have all your workflow organized within a single system. Create, negotiate, share and store important documents without the need to do routine actions manually.

Use Workflow
form
Documents & Forms included:
HTML_FORMS
Budget Approval
18 Fillable fields
Use Workflow
Bots included:
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Open as Role Bot
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