Automating Approvals for Accounts Receivable

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

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.

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.

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