The power of Exchequer's
Paperless module combined with the customisation
capabilities of the Exchequer SDK (Software
Developers Kit) led to the development of
Authoris-e™ - a powerful system which
allows managers to approve and authorise transactions
via email.
 This
module is essential for any companies wishing
to introduce a comprehensive yet convenient
and streamlined authorisation procedure.
When a user enters a purchase
requisition or order which exceeds their limit,
they need to select the Authorise option,
which creates an email with an image of the
transaction attached and sends it to the user's
supervisor. Upon receipt of the email, the
manager can approve it by replying with an
authorisation code.
 The
transaction is stamped with a complete audit
trail of the authorisation process.
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Key
Benefits
- User-specific floor limit
and authorisation value
- Authorisation can happen
immediately or at a more appropriate time
- Authorisers exist outside
of Exchequer
- Once authorised, originating
user is notified by email
- Sales quotations, purchase
quotations, purchase orders and purchase invoices
can be authorised based on total value
- If rejected by email, the
reason for rejection can be sent by email
to the originator
- Integrates with Paperless
module and sends EDZ based attachment of transaction
to be authorised
- Complete authorisation history
is stored within the diary notes of the transaction
- Separate, secure Administration
module, with a visual summary of outstanding
requests available within it
- Automatic Value based tolerance
for purchase for automatically authorising
purchase invoices
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