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# Automating Approvals for Accounts Receivable
- URL: https://blog.jestor.com/automating-approvals-accounts-receivable/
- Published: 2026-09-15T20:21:06.000Z
- Updated: 2026-09-15T20:21:06.000Z
- Author: Bruno Bannach

Automating approvals for accounts receivable means a won sale in your **CRM** automatically generates the corresponding receivable in the **ERP**, instead of someone manually creating that entry after the deal closes. In **Jestor**, this connects a sales pipeline directly to **Omie**.

The gap between "deal won" and "receivable recorded" is often where revenue tracking gets delayed — not because the sale was in doubt, but because someone forgot to log it in the ERP.

## What delays accounts receivable entries

- Manual creation of the receivable after a deal closes, sometimes days later
- Inconsistent data between what the CRM shows and what's in the ERP
- No clear approval step before a receivable is generated
- Sales and finance working from two different, disconnected records

## How automated receivable generation works

- A deal moving to "won" in the **CRM** can trigger a receivable to be created
- The request can go through an approval step before posting, if your process requires it
- Once approved, it posts directly into **Omie** as a receivable
- The CRM and the ERP entry stay aligned, since one generates the other

## Why Jestor fits this use case

- CRM and Omie integration are native, on the same connected structure
- No manual step between a won deal and the resulting ERP entry
- Approval, if required, happens before posting, not as a correction afterward
- Keeps sales and finance working from the same underlying data

| Step      | Manual process          | Automated in Jestor                 |
| --------- | ----------------------- | ----------------------------------- |
| Deal won  | Recorded in CRM only    | Triggers a receivable automatically |
| ERP entry | Created manually, later | Posts directly to Omie              |

## Video Tutorial: See It in Action

🎥 **Video Tutorial:** [CRM e Gestão de Vendas com o Omie e Jestor](https://www.youtube.com/watch?v=NuI4lBEmSa8&ref=blog.jestor.com)

See a won deal connect directly to Omie as a receivable.

## Frequently Asked Questions

**Does this require an approval step before posting?** That's configurable — some teams require it, others post directly. More at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

**Does Jestor issue the invoice for the sale?** No, invoice issuance stays with the ERP; Jestor structures the CRM-to-ERP connection.

**Can this work with multiple Omie accounts?** Yes, for companies with more than one entity or CNPJ.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.