The Budget Approvals App (Powered by BEWISE) meets the following main features:

• Cloud application – Access from anywhere
• Accessible via Web Browser
• Responsive mobile design optimized for Smartphone/Tablet users
• Reliable service with strong authentication based on your M365 account
• Ability to interface with any ERP
• Seamless integration with Outlook
• Easy UX eliminates user training requirements
• Definition of sensitive information (sensitive data) and management rights for each user of the application

The Budget Approvals App (Powered by BEWISE) allows full management of the following main entities:

• Users (eg Admin, users, etc.)
• Organizational Structure of Executives - Jobs
• Companies
• Contacts
• Categories of Expenses & Expenses
• Expenses & Expenses
• Limits of Approvals by Job Position and Category of Expenses & Expenses
• Budget Limits per Expense & Expense Category per Client
• Company Cost Centers

• Accounts Management (i.e. Companies, Contacts)
• Multiple roles per Company (e.g. Prospect, Customer, Supplier, Creditor, etc.)
• Connecting a Contact with multiple Companies and defining a role per Company (e.g. employee, external consultant, CEO, etc.)
• Mass import & Export of Accounts
• Bulk processing of Personal data
• Definition of sensitive information (sensitive data) and access and management rights for each user of the application.
• Bulk Import of Budgets and Expenses & Expenses
• Management of Budgets of Expenses & Expenses Categories by Person
• Management of Expenses & Expenses Budgets per Person
• Management of Categories of Expenses & Expenses per Person
• Management of Expenses & Expenses per Person
• Up to 5 Hierarchical Levels of Approvals
• Up to 6 Categories of Expenses & Expenses
• Serial (not parallel) approval flows
• Special approval flows for Above Budget by Hierarchical Level and Expenditure & Output Category
• Creation of business rules for parametric approval flows based on criteria such as cost center, expense & output category, job level, etc.
• Creation of business rules for grouping expenditure & output approval criteria and parameters at the level of a specific budget category of expenditure & output
• Automate notification to up to 2 email recipients that an approval flow has started
• Automation of sending expenditure & output approval request to each person in charge, based on the predefined relevant approval flow, with Accept & Reject buttons
• Send spending & outgoing approval request via email and/or Teams Push Notification
• Expense & expense approval requests by authority, with Accept & Reject and Comments buttons
• Ability to manage expense & expense approvals through a dedicated Power Automate Mobile App
• Automation of sending information to each person in charge, based on the predefined relevant approval flow, about the fact that an approval has been delayed
• 28 Days Allowance for a specific approval stream to remain valid and pending
• View analysis of Approvals of Expenses & Expenses per Person
• Synchronization of emails (i.e. Track Emails) related to an Approval Flow, from individual users' Outlook to a Person's tab
• Automatically save any attachments (eg Expense Receipts) from emails synced from individual users' Outlook to a Person's tab
• Timeline view of Approvals by Person with analysis of individual approvals, emails, notes, deadlines, etc., in chronological order
• Calendar view of the Approvals Timeline
• Dashboards & Reports
• Security policies and rights per user per entity and functionality of the offered solution
• Ability to interface with a Third Party System (e.g. with ERP) to receive PO details per expense & expense and return the final request approval/rejection decision