It is an easy way to flow payments through to the correct approvers. It is set up in a way that is easy to follow and utilize even for new users. Additionally, it ensures all needed information is entered in which reduces inefficiencies. Review collected by and hosted on G2.com.
It would be nice if there was more flexibility to select who the workflow goes to (i.e. bypassing a reviewer when they are on vacation) - right now only specific people are able to do this. Additionally, it would be good if warnings could be set up by the team for common mistakes (i.e. when processing payments between 2 banks, we need to select Wire but many team members miss this). Review collected by and hosted on G2.com.
Great to hear your feedback and really interesting suggestion, I will pass on to our product development team as this must be a common challenge that we could help solve.
Thanks,
Rob







