Control
iApprove™ | GL Journal Entry
A guided path from journal preparation through human approval and QAD EE posting.
Project SnapshotsTrellisWare® Technologies
TrellisWare® Technologies · iApprove™
iApprove™ GL Journal Entry
Bringing Control, Automation and Real-Time QAD Integration to GL Journal Entries
TrellisWare implemented iApprove™ to replace spreadsheet preparation, email approvals, and manual QAD EE entry with a secure, guided, rules-based workflow.
The Client
Advanced communications technology built for demanding markets.
Founded in 2000, TrellisWare develops advanced wireless communications technologies and systems for government, military, civilian, and commercial markets.
Opportunity / Challenge
A manual process created risk, delay, and limited visibility.
The legacy process relied on spreadsheets, email approvals, and manual QAD EE entry, creating friction across preparation, review, posting, and reporting.
01
Manual Data Entry
Spreadsheet preparation increased the risk of errors and duplicate handling.
02
Email-Based Approvals
Manual routing consumed time and made consistent handling more difficult.
03
Limited Visibility
There was no centralized view of status, approval progress, or history.
04
Month-End Bottlenecks
Manual processing contributed to delays in reporting and close activities.
Solutions Implemented
One iApprove™ workflow connecting journal preparation, approval, and QAD EE posting.
The workflow guides entry, applies business rules, maintains complete history, and posts approved entries directly to QAD EE without re-keying.
01 · GL Journal Entry Workflow
Guided entry, policy-driven approval, and direct QAD EE posting.
Authorized users enter journal data through a secure interface with validation. Route dynamically by amount, JE type, GL account, cost center, or other criteria. Final approval transmits and posts the entry directly to QAD EE. Workflow activity is logged throughout the approval process.
- Capture
- Validate
- Route
- Approve
- Post
Why This Solution / Key Capabilities
Validated data. Policy-based routing. Human-controlled decisions. Direct QAD execution.
The implemented workflow combines structured intake, approval control, visibility, direct posting, and complete history in one QAD-centered process.
01Validated Data+
Improve accuracy at the point of submission.
02Policy-Based Routing+
Apply the right review path consistently.
03Human Approval+
People retain control of financial decisions.
04Status Visibility+
Centralized tracking shows where each entry stands.
05Direct QAD Posting+
Eliminate another manual entry step.
06Reusable Foundation+
Support other structured, approval-driven QAD processes.
Results / Benefits
A faster, more controlled journal entry process with better visibility and traceability.
Guided entry, automated routing, and direct QAD EE posting reduced opportunities for re-keying errors and approval bottlenecks.
IncreasedEfficiency
ImprovedAccuracy
StrongerInternal Controls
Business impact
Increased Efficiency
Reduced manual touchpoints and streamlined journal entry processing.
Business impact
Improved Accuracy
Validation and direct posting reduce duplicate entry and human-error exposure.
Business impact
Stronger Internal Controls
Rules-based routing enforces the appropriate approval path.
Business impact
Greater Visibility
Centralized status tracking improves transparency.
Business impact
Faster Financial Processing
More efficient routing and posting reduce month-end bottlenecks.
The Takeaway
From spreadsheets + email → controlled workflow → human approval → direct QAD EE posting.
See how iApprove™ can support structured, approval-driven QAD processes with guided intake, rules-based routing, and direct execution.
