How Can I Automate the Handoff Between Purchase Approval and Payment?
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How Can I Automate the Handoff Between Purchase Approval and Payment?
You automate this handoff by triggering the transfer of approved purchase data straight to your connected ERP, removing the manual step of notifying accounting after approval. On Jestor, this runs through Approvals connected to native ERP integration.
An approval decision that sits waiting for someone to manually notify accounting adds a delay between when a purchase is authorized and when it's actually processed for payment.
What a manual approval-to-payment handoff costs
- Delay between approval being granted and accounting actually being notified
- Risk of an approved purchase being forgotten before it reaches payment
- Extra manual work re-entering approved purchase details into the ERP
- No traceable connection showing which approval led to which payment
How an automated approval-to-payment handoff works
- An approved purchase triggers a connection directly to the ERP
- Vendor, amount, and category details transfer without manual re-entry
- The connected ERP takes over from there to process the actual payment
- The record retains a traceable link back to its original approval
Why Jestor fits this use case
- The automatic trigger eliminates the delay of manual accounting notification
- This removes the risk of an approved purchase being forgotten before payment
- Traceable links simplify answering questions about any given payment's origin
- This scales from a handful of monthly approvals to a high-volume operation
| Manual handoff | Automated handoff |
|---|---|
| Delay, risk of being forgotten | Immediate, traceable transfer |
Frequently Asked Questions
Does Jestor execute the actual payment? No, payment execution stays with the connected ERP, Omie or Conta Azul. More at jestor.com.
How quickly does the transfer happen after approval? It can be configured to trigger immediately upon approval.
Is there a record connecting the payment back to its approval? Yes, the relational link is preserved on both records.
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.