Document DeliveryAccounts ReceivableAccounts PayableSales Order ProcessingSaaSSolutions for SAP

Collaboration and Workflow

Automated workflow makes employees, documents and enterprise applications interact efficiently

Esker provides out-of-the-box pre-defined workflow scenarios based on best business practices to manage business documents efficiently. The solution not only enables companies to streamline their business processes but it also provides consistency and visibility over the process helping companies to comply with finance regulations. 

Workflow capabilities highlights

The Esker workflow module is tightly integrated with the solution providing a complete business information management and document automation solution. The workflow engine can automatically update other systems, trigger applications to produce documents, alert users to take action, and even make decisions based on criteria defined in a workflow rule.

Automated workflow doesn’t necessarily mean zero human intervention.  The goal is to significantly minimise manual touch points by providing straight-through-processing in which human intervention is only required to manage exceptions. 

With the Esker workflow module, companies have complete management control over the following processes:

Document sending approval adds validation steps during document processing for a specific partner, a specific condition, or specific information in the document such as when the total amount of an order is above a set limit. Exceptions handling to manage issues that may arise such as a vendor invoice amount that does not match up with amount on corresponding purchase order.

Automatic document routing to the appropriate user for validation, approval or when additional information is required from the user to continue processing the document. Automatic notifications or reminders at any step of the workflow or upon the execution of a particular condition to make sure a task does not stay open for extended periods of time.

Out of the office management automatically forwards tasks to a backup person when appropriate. Profile and user rights management ensures there is no compromise on security.

Validation workflow history guarantees that every step in the process is recorded and saved for future reference.


How does it work?

User interface

The versatile Esker Document Manager allows users to validate and approve processing documents as needed. Whenever a user intervention is necessary within the workflow process, the workflow items are displayed in electronic web forms accessible by users from any location with an Internet connection.


Each workflow scenario is stored in the system in the form of business rules. These rules determine how each document is managed, processed and delivered. For example, incoming invoices are captured in the system and through content analysis Esker DeliveryWare determines the correct workflow to apply. The workflow may include user-related steps (validation and approval) in which the correct user will be alerted or reminded to take action.


The Esker Business Rules Engine is at the heart of Esker Document Process Automation solutions. Based on proven and patented technologies, it allows the automation of virtually any paper-based business process in any type of organisation. The solution tightly integrates into company business applications and is designed to allow document information to flow into and out of your current application.

Custom processes

Esker solutions come with pre-defined workflows for processing key business areas including Accounts Payable, E-Purchasing, Accounts Receivable and Sales Order Processing.  Our team of specialists can also help you customise a workflow to meet your company’s document processing needs.


Benefits of automated workflow

The Esker workflow automation capabilities offer a variety of benefits to an organisation including reduced operating costs and improved productivity and services. Companies who use automated workflow tools benefit from the following:


Increased productivity and competitiveness with non-stop workflow processing. Quicker response times and better customer service thanks to faster processing and quicker availability of information.

Improved cash-flow with faster customer invoice turnover. Reduced legal and financial risks with process auditing and long-term data retention.

Consistency and process reliability ensures that proper procedures are followed. Transparent workflows with continuous document tracking, bottleneck identification and accelerated business decisions.

A complete audit trail of all user changes is available for future reference. Ability to quickly respond to changing market dynamics and customer demands provides a competitive edge.


Automate your document processing with the Esker workflow module

Please call us to learn more about Esker document workflow management.