Albert Approval

Invoice & budget approval

Provide sophisticated workflows for invoice and budget approval. Compare budget and actuals, manage exceptions and anticipate in an early stage.

Key features

Avoid paying ghost invoices

Keep track of budget and actuals

Waste no time on internal communication

Similar real-world cases

Key features of this template

Approval rights and roles for teams and management

Automated processing of business case, budget and invoice approval

Customizable workflow per type or department

Progress reporting and status monitoring

Portals optimized for mobile use

Workflow for feedback and adjustments

Enhance it with AI

Eliminate manual data capture by integrating an AI that can extract information from paper receipts by taking a picture.
Speed up the handling process by asking an AI to sort and classify new processed receipts automatically.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

DocParser

Google Docs

Office 365

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Alerting on new requests or approvals

Connection with OCR or ERP software

Multiple levels of approval

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

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