Remizen + Proactis Integration
Apply purchasing-policy context to employee spending while keeping supplier processes in their existing system.
This describes a possible workflow, not an active or official connection.
Connect Remizen with Proactis
Proactis is used for purchasing and supplier processes. Relate employee expense review to established purchasing controls. Any connection would need to be designed, validated, and made available before teams could use it.
Expense management with Proactis
For organizations that use Proactis, a potential workflow could focus on comparing purchase approvals with the resulting spend. The right approach depends on the records available, your internal policies, and how your team reviews spending today.
How it works
- Scope a proposed Proactis use case with the people who review spending: Could group claims by procurement policy area.
- Plan how to could document exceptions for finance review using the relevant supplier records, purchase orders, invoice references, and approvals, and decide who would own each handoff.
- Before implementation, validate the proposed process to could preserve links between a spend decision and its business rationale against your approval policies.
Workflows
- Could group claims by procurement policy area
- Could document exceptions for finance review
- Could preserve links between a spend decision and its business rationale
Data and workflow considerations
- Review supplier records, purchase orders, invoice references, and approvals before defining a Proactis workflow.
- Determine whether Proactis data needed for comparing purchase approvals with the resulting spend may be shared, and how long it should be retained.
- Test exceptions and manual review paths before relying on any proposed connection.