Set up transaction approver levels in Sage Intacct

Sage Intacct enables organizations to customize transaction approver levels by module, allowing you to enforce tailored approval workflows—such as value-based or department-based routing—while supporting email notifications to keep users informed and maintain strong internal controls. This flexibility ensures your approval processes align with your unique business needs for greater control, compliance, and efficiency.

Separation of team member duties in Sage Intacct is essential for effective business operations and internal controls. In many organizations, one user may be responsible for entering a transaction, but a different user must approve it. If your business requires this level of security, you can set up transaction approver levels in Sage Intacct, tailoring the process for each financial module as needed.

For instance, you might not require an approver for General Ledger journal entries, but you may want to enforce strict approval rules for Accounts Payable payments. You might also need value-based approvals for some transactions or approval routing based on departments or specific dimensions for others.

How to set up transaction approver levels in Sage Intacct

Sage Intacct stands out in the ERP landscape due to its flexibility, especially when it comes to defining approval levels that match your business processes. Here’s how you can tailor transaction approver levels by module:

General Ledger

Within the General Ledger module, you can enable journal entry approvals and set up email notifications to keep everyone informed when action is required.

Accounts Payable

In the Accounts Payable module, you can enable payment approvals and specify requirements such as minimum payment amounts and the number of approvers. For example, you might require any payment over $10,000 to have two approvers.

Purchasing

In the Purchasing module, you can set approval workflows based on a variety of criteria such as the employee’s manager, department manager, or other dimensions, as well as the value of the purchase. Multiple approval levels can be established to ensure that all necessary parties review the transaction according to your business rules.

Time & Expenses

The Time & Expenses module allows you to set approval requirements for both the expense report and its reimbursement, providing additional control over employee-initiated transactions.

Each module features the option to use email notifications. When enabled, approvers are alerted when a transaction requires their attention, and users are notified when their transactions are approved or declined.

Sage Intacct allows you to align transaction approval workflows with your unique business processes, rather than forcing you into rigid, pre-defined structures. This flexibility empowers your organization to maintain control, compliance, and efficiency while accommodating your operational needs.

Next steps

Ready to get started with transaction approval workflows, or want to further optimize your Sage Intacct system? Rand Group can help you assess, configure, and implement approval processes that fit your unique needs. As a leading ERP partner, we bring deep expertise in cloud and on-premise financial management solutions, including support and consulting for Sage Intacct and Microsoft Dynamics platforms.

Contact Rand Group today to learn how we can help your organization improve internal controls, streamline processes, and achieve greater efficiency.