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Journal Approval Automation

Approve journals quickly and with ease
using UniFi

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate Journal Approvals and replace your Journal Approval software.

Not only can UniFi replace your Journal Approval Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

With UniFi Journal Approval Automation, you can quickly and easily get your journals approved.

Approval of accounting transactions can be a complex and time-consuming exercise, especially if you have a high volume of journals to process. UniFi streamlines your journal approval process with an automated workflow that allows you to manage multiple steps of approval in one place. 

It can be configured to have multiple levels of approvals, with each level having different access rights and authorisation thresholds, so you can ensure that only authorised personnel have access to specific data. 

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UniFi can seamlessly integrate with your accounting system, so journal entries are automatically populated into the system and can be reviewed and approved in one place. 

You can add documents and attachments to journals for further clarification and there is a trail of who entered what, who gave first-level/second-level approval, and when. You can reject a journal or send it back to the initiators if it needs correction. 

Your journal can ultimately end up as a transaction on the accounting software and the data integrity is maintained. 

UniFi also provides real-time monitoring and tracking of all journals submitted, in progress, and approved, so you always have a picture of the progress in each journal. 

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UniFi Bots

UniFi bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

Find out more about our bots here.

The use case, Journal Approvals, on this page can be completed by a bot. However, it’s important to note that UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity!

Bots Use Cases

  • Key Benefits
Free Demo
  • Key Capabilities
  • Drag-and-drop interface
  • Automatic pricing
  • Ability to add discounts, taxes, and other charges
  • Quotation editing
  • Quotation duplication
  • Sales forecasting

Other Financial Accounting Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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