Budget Workflow

by BudgetWorkflow.comMicrosoft 365Price not published

Automates CAPEX approvals with configurable approval counts and participant notifications.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
Budget Workflow — screenshot from the Microsoft Marketplace listing

What it does

The add-in manages CAPEX approval requests through a workflow. Participants receive email notifications when action is required. Approval counts can be set with Budget Thresholds, while approvers may request more information during the process. A purchase order number can be specified when approval is complete.

Key capabilities

from the Microsoft Marketplace listing

CAPEX Approval Requests

Users can create requests for capital expenditure approvals.

Workflow Notifications

Participants receive email when they have an assigned workflow task.

Approval Thresholds

Budget Thresholds set the number of required approvers for a request.

Financial Areas

Financial Areas represent General Ledger accounts and departmental or management responsibility areas.

Purchase Order Numbers

The workflow can specify a purchase order number after the approval process.

Additional Information

Approvers can request further information while a request is being processed.

Who it's for

The add-in is intended for stakeholders, subject matter experts, managers, and other workflow participants.

In the catalog

488 plugins in Finance

Price distribution: 19 free, 7 freemium, 315 paid, 147 price not published

Pricing & deployment

Platform
Microsoft 365
Deployment
Cloud
Pricing
Price not published

Similar plugins in Microsoft 365 · Finance

View all 488 →

What the vendor says

«With the Budget Workflow add-in, you can automate your CAPEX approvals, involving your stakeholders, subject matter experts, and managers. It's a Budgeting solution for any organization that requires multiple approvals. • Users create "Budget Requests" • Emails are sent to the workflow participants when they have a …»

Official marketplace listing

Publisher
BudgetWorkflow.com
Updated on marketplace
Facts verified

Tags

workflowworkflow