Project Snapshot

GL Journal Entry Automation with iApprove™ and QAD EE Integration

Who is TrellisWare® Technologies, Inc.?

Founded in 2000, TrellisWare Technologies is a pioneer in advanced wireless communications, serving commercial, government, and military markets. Known for its innovative culture, TrellisWare develops cutting-edge algorithms, waveforms, and fully integrated communication systems—from compact radio products to enterprise-scale solutions—delivering the next generation of communications technology.

Opportunity / Challenge

TrellisWare’s Finance team faced persistent inefficiencies in their journal entry (JE) process:

  • Manual spreadsheet entry increased the risk of data entry errors.
  • Email-based approvals caused delays and inconsistent routing.
  • No centralized visibility into JE status or approval progress.
  • Bottlenecks during JE submission contributed to slower month-end close cycles.

This outdated manual workflow hindered accuracy, accountability, and timely financial reporting.

Solution

To overcome these challenges, TrellisWare’s Finance and IT teams implemented iApprove™, ISS Group’s robust, rules-based Workflow and Approval Routing solution.

Widely utilized across ISS Group’s client base, iApprove™ supports a variety of QAD-integrated business processes—such as Supplier Onboarding, Sales Order Creation, Customer Credit Authorizations, and Inventory Lot Control—where validated transactions are automatically created or updated upon approval. For TrellisWare, iApprove™ delivered:

  • Guided Web-Based JE Entry
    Users securely enter journal data via a browser-based form with built-in validation rules, ensuring data accuracy upfront.
  • Automated, Policy-Based Approval Routing
    JEs are dynamically routed based on parameters such as amount, GL account, cost center, and JE type—ensuring compliance with internal policies and reducing approval delays.
  • Real-Time QAD EE Integration
    Once approved, journal entries are automatically posted to QAD EE—eliminating re-keying and improving process speed and data integrity.
  • Comprehensive Audit Trail
    Every action is timestamped and user-stamped, delivering full traceability and supporting audit and compliance requirements.

Results / Benefits

“With real-time integration to QAD EE, we finally have visibility and control over every journal entry. ISS Group delivered exactly what they promised—automated workflows, stronger compliance, and faster month-end close.”
— Mike Gruber, Business Process Analyst, TrellisWare Technologies

  • ✅ Increased Efficiency
    Manual touchpoints eliminated, significantly reducing journal entry cycle time.
  • ✅ Improved Accuracy
    Automated validation and direct QAD posting removed redundant entry steps and minimized human error.
  • ✅ Stronger Internal Controls
    Approval policies are enforced systematically with clear accountability.
  • ✅ Real-Time Visibility
    End-to-end JE status tracking improved transparency and responsiveness across the team.
  • ✅ Faster Financial Close
    Accelerated approvals and seamless system integration shortened the month-end close window.