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Workflow Management

Gain efficiency with FMS Streamline, our fully customizable Workflow Management software.

Customizable Routing & Approvals

  • Internal documents are routed according to a customized approval plan specific to your organization’s business process
  • Effectively process requisitions, purchase orders, accounts payable invoices, budget data, and more
  • Eliminate time-consuming routing of paper documents between departments
  • Reduce processing time
  • Ensure more accurate processing with automated workflows

Automated Notifications

  • Set up tailored alerts that prompt employees to take action when significant events occur in the system (for example, when large invoices age to a certain degree)
  • Keep managers informed and double-check for accuracy with notifications of significant data changes, such as the addition of a large credit limit
  • Work process events (invoice postings, vendor/customer information changes, collection actions, approvals, etc.) can be set with triggers that provide automatic notifications to selected individuals within the organization

See what our software could make possible for you and your community.

We’ll learn more about your community’s needs and walk you through a comprehensive demonstration of our software.

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