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At SolveXia, we are always looking for ways to improve the experience for our users. That is why we are excited to introduce our new Workflow screen. Designed to make it faster and easier than ever to see, organise and action all of your approvals in one place, we believe this new feature will be a game changer for complex approval workflows.

In this post, we also provide a brief introduction to workflows in SolveXia for those of you who are not yet using this powerful feature. We then share some information about our latest enhancement to make it easier to view and action all of your requests.

What are Workflows in SolveXia?

SolveXia allows you to quickly and easily configure workflows to automate and coordinate requests such as:

  • Collecting files and data into your process; and
  • Having data from your process reviewed and either approved or declined.

Workflows can be tailored to your exact needs, including who receives the request, the action they must take and the amount of time they have to respond. Recipients receive requests via email, with links back to SolveXia where they can take action. The request becomes a step in your SolveXia process which will run until it is either actioned or expires:

Responses collected from users are automatically logged and captured in SolveXia's audit trails, making this great for processes that require peace-of-mind and robust controls such as:

  • Attestations for reconciliations
  • Approvals for procurement and other expenses
  • Approvals for bank transactions and fund transfers

Introducing Our New Workflow Screen

In addition to receiving emails for each request, users will now be able to view and action all of their active requests from a single screen in SolveXia:

You can view your active requests by selecting the "Workflow" option in the menu bar after signing into the SolveXia Subscriber view.

We believe this feature will make it easier and faster to view and action all of your requests from one single screen in SolveXia. This will be particularly useful for approvers who need to review and action many requests, such as a backlog of payment requests or account reconciliations during month end.

To learn how to configure workflows, please see our help articles for setting up an Email Confirmation and a File Request (note: you will need to create a free account on our wiki page to access the articles).

If you have any questions please reach out to us at support@solvexia.com.

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