Vendor Management: How to Automate ERP-Linked Approvals
Automating vendor approvals linked to the ERP starts by structuring the vendor registry — bank details, contacts, history — into a single table, connected to Pedidos de Compra. In Jestor, that table feeds the Approvals flow and integrates with ERP Expansion for automatic posting.
Why does vendor management get stuck at approval?
Without a centralized registry, every payment request means retyping vendor data, manually checking whether the invoice matches, and hoping there's no error in the bank details. That's slow and raises the risk of financial rework.
What companies are trying to solve?
- Vendor registries duplicated across several spreadsheets
- No link between a vendor and the payment requests already made to them
- Manual checking of bank details for every new request
- No history of the relationship with each vendor
How Jestor structures the vendor registry?
A vendor table centralizes the data and connects automatically to accounts payable through a relational field.
| Element | What it solves | How it works |
|---|---|---|
| Vendor table | Avoids retyping data for every request | N:1 connected field with accounts payable |
| OCR attachment | Reduces manual invoice data entry | Automatic reading of amount and document data |
| Approval tier | Defines who approves each payment | Linked to the cost center in Jestor |
Why choose Jestor?
- A single vendor record feeds every request linked to that vendor
- Native integration with Omie and Conta Azul avoids manual posting
- Full history of the relationship, including payments and pending items
Reference video
Check out more practical tutorials on the Jestor YouTube channel.
Frequently Asked Questions
Does the vendor registry stay only in Jestor?
The registry is structured in Jestor and connects to the ERP at the moment an approved posting is made.
Can the invoice be attached to the request?
Yes, the attachment can be read automatically by AI to fill in the record's fields.
Can I see every request tied to a specific vendor?
Yes, the connected field shows the payment history linked to each vendor. Learn more at jestor.com.
Get to know Jestor
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