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User Guide(s)
Product Distribution File
Release Notes
Platform Requirements
Application Suite
Automate G/L Consolidation
Automate Recurring Entries
Download Rates
Productivity Tools
SOX Check Approval
SOX Second Sight
SOX User Management
TaiRox Collections
TaiRox CRM and Collections
Data Management Suite
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Fast Units of Measure Tool
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Free Diagnostic Software
Install Check
SOX Check Approval - Show Web Screens
Available for $1,795 + $450 per year, SOX Check Approval takes control of the Sage 300 payment approval and check printing process. Payment batches are prepared by staff and submitted for approval. Payments for one or more companies are approved by managers from an easy-to-use console. Unapproved checks are removed from payment batches before batches are released for printing. Integrations with Altec DocLink and Orchid Document Management Link are available (requires an additional license of $995 + $250/year).
Download All The Essentials: PDF Handout (key info and video links in one file)
Watch SOX Check Approval Overview: https://vimeo.com/605825793
*New* Adds a 4th workflow option, Basic.
*New* Supports Sage 300 2022.
*New* Supports Orchid EFT batches and all Sage 300 Payment Types.
Chose from 4 Different Approval Workflows
•  Strict: Specify one to three levels of check approval. All checks must be approved at all levels. Choose this workflow when the top level of approval must see all checks in all batches.
•  Basic: Specify one to three levels of approval, with lower levels having approval limits. Checks above limits must be approved at higher levels after first being approved by lower-level approvers. Checks below limits are not seen by higher-level approvers.
•  Relaxed: Specify one to three levels of approval, with lower levels having approval limits. All checks are approved at only one level, as determined by level limits.
•  Simplified: Checks must be approved by one to three users. Choose this workflow when each check requires more than one approver, but there is no hierarchy of approval.
•  Any number of Sage 300 users belong to an approval level.
•  Select different workflows, levels and users for different companies.
•  All approval submission and approval activity is maintained in an audit log.
•  Supports Orchid EFT batches and all Sage 300 payment types.
Check Approval Console - See User Guide
check-approval-console.png check-approval-console.png
•  Companies and batches are displayed in an easy-to-use tree view.
•  Batches can be sent back to a previous approval level or all the way back to batch entry.
Setup - See User Guide
check-approval-setup.png check-approval-setup.png
•  An administrator sets up the approval database for all companies.
•  A per-company list identifies payment codes to be excluded from the approval process.
•  Executive passwords are encrypted and stored in the Sage 300 shared folder.
Extended Payment Batch List - See User Guide
check-approval-payment-batch.png check-approval-payment-batch.png
•  Accounts Payable Payment Batch List and Payment Entry functions block check posting and printing until the batch is approved.
•  A "Submit for Approval" button puts a batch into the "Check Creation in Progress" state, which stops further modification of the batch.
•  When a payment batch is submitted for approval, the batch and its entries are copied from the source company into an Approval Database that is managed by the Check Approval Console.
•  Accounting staff can click on the In Progress button to view the status of a batch.
Check Approval Audit Report - See User Guide
audit-report-sample.png audit-report-sample.png
•  For Completed Batches provides a per-level record of which user approved or did not approve each payment in the batch.
•  For Batches in Progress provides a per-level record of which user has not approved a payment and which payments are pending approval.
Platform Requirements
• Sage 300 2012 to 2022: A single executable program works with these platforms.
• .NET Framework 4.6.2 or higher is required.
• Visual C++ Redistributable for Visual Studio 2015, 2017 and 2019 is required.
• Visual C++ 2008 Service Pack 1 Redistributable is required.
•  Detailed Platform Requirements
More Technical Details
Archived Distribution 2012-2017
How to: Run SOX Check Approval Console in an iPad, Mac or Windows Browser
Frequently Asked Questions
Archived Distribution 2012-2017