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User Guide(s)
Product Distribution File
Release Notes
Platform Requirements
Application Suite
Automate G/L Consolidation
Download Rates
Productivity Tools
SOX Check Approval
SOX Second Sight
SOX User Management
TaiRox Collections
TaiRox CRM and Collections
Data Management Suite
Copy Company
Fast Clear History
Fast Data Integrity
Fast Database Management
Optional Field Manager
Web Store Integration
Free Diagnostic Software
Install Check
Web Screens - Back To SOX Check Approval
The SOX Check Approval web screens operate from the Sage 300 web home page. Desktop components must first be installed and can be used at the same time as the web screens. Setup is done using the desktop components.
Watch SOX Check Approval Web Screens: https://vimeo.com/605828101
*New* Support is added for Sage 300 2023.3.
Check Approval Console: See User Guide
•  Companies and batches are displayed in an easy-to-use tree view.
•  A 1-level, 2-level or 3-level approval process can be defined per company.
•  Batches can be sent back to a previous approval level or all the way back to batch entry.
•  When a batch is approved, unapproved checks are removed from the batch and the batch is released for printing in the source company.
check-approval-console-c.png check-approval-console-c.png
Submit Batch: See User Guide
•  Batches can be submitted from the Sage 300 Web Home Page framework.
•  Requires no web page customization.
check-approval-submit-batch-c.png check-approval-submit-batch-c.png
A/P Payment Batch List Customization: See User Guide
•  Batches can be submitted from the Sage A/P Payment Batch List page.
•  View the status of batches in progress.
check-approval-payment-batch-list-c.png check-approval-payment-batch-list-c.png
Check Approval Audit Report: See User Guide
audit-report-sample-c.png audit-report-sample-c.png
Setup: See User Guide
•  Three different workflows are supported: Strict, Relaxed and Simplified.
•  A per-company exclusion list identifies payment codes to be excluded from the approval process.
•  A system administrator can set up executive access and passwords, which are then encrypted and stored in the Sage 300 shared folder.
check-approval-setup.png check-approval-setup.png
Platform Requirements
• SOX Check Approval 2018-2022 is required.
• Sage 300 Web Screens 2021.2, 2022.2, 2023.0 or 2023.1 is required.
•  Detailed Platform Requirements