Microsoft Dynamics NAV workflows for financial management

Manage your business with workflows designed for critical financial tasks.

Want to be sure your key financial systems are operating at top efficiency? agilesWorkflow gives finance executives the ability to manage key tasks and set up automated notifications. 

Use agilesWorkflow to automate your end of month processes: 

  • End of Month Workflow
  • End of Year Workflow
  • New Fixed Asset Workflow
  • General Journal Approval
  • Payment Journal Approval
  • Cash Receipt Journal Approval
  • Customer Credit Limit Exceeded Notification
  • Employee Expense Workflow
  • New Bank Accounts

The scenario below shows how you can automatically e-mail Over Credit Limit Notifications to your financial management team. agilesWorkflow can also tailor efficient solutions for sales and marketing, operations, human resources, and IT.

Financial Managment Workflow Solution for Microsoft Dynamics NAV