Document Approval AutomationInfor OS WorkflowOn-demand WebinarSunSystems Integration

Infor OS Workflow: Document Approval Integrating with SunSystems Ledger Entry​

Infor OS Workflow: Document Approval Integrating with SunSystems Ledger Entry​

Discover how Infor OS Workflow can transform your document approval process. This session explores how Infor OS Workflow can streamline your document approval process, particularly when integrated with SunSystems Ledger Entry. Learn how automation can boost efficiency, reduce errors, and give you greater control over your finance operations.

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STREAMLINE APPROVALS WITH INFOR OS

CONNECT – AUTOMATE – SIMPLIFY

Infor OS helps you automate document approvals, eliminate manual steps, and integrate seamlessly with SunSystems Ledger Entry – all within one smart, cloud-based platform. With tools like Infor Document Management (IDM), ION Workflow, and the Infor Go mobile app, your finance operations become faster, smarter, and fully traceable from request submission to journal posting.

Say goodbye to paper trails and back-and-forth emails. Infor OS gives you structured data, powerful search, and complete visibility across your workflows, so you can manage approvals anytime, anywhere.

 

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KEY TAKEAWAYS FROM THIS WEBINAR

 

Streamlined document approvals

Automate and route expense requests efficiently using Infor OS Workflow integrated with SunSystems Ledger Entry.

 

Centralised document management

Securely store and manage business documents with Infor Document Management (IDM), accessible via desktop and mobile.

 

Smart, searchable attributes

Use custom attributes like request status and reference numbers to easily track and retrieve documents.

 

Seamless SunSystems integration

Link approvals directly to journal entries in SunSystems using a shared transaction reference for full traceability.

 

OUR SPEAKERS

Pham Minh Huy, Business Development Lead

PHẠM MINH HUY

Business Development Lead

With nearly 6 years of experience in implementing enterprise technology solutions, Huy has helped businesses across various industries optimise their operations through Infor EPM, SunSystems, and Yooz.

Huy specialises in simplifying complex business challenges through tailored solution design, system integration, and end-user training. He is passionate about leveraging data-driven insights to support strategic decision-making and is dedicated to building strong client relationships that drive long-term success.

Nguyen Duy Thang, Professional Service Consultant

NGUYỄN DUY THĂNG

Professional Service Consultant

With 15+ years of experience spanning roles from web developer and consultant to solution architect, Thang is one of our top experts in managing research and development new products, as well as integrating solutions for challenging projects. He values Kaizen’s focus on constant improvement, which distinguishes TRG.

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