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Submitting approval through SmartView or API and ability to promote using an alternative hierarchy — Cloud Customer Connect
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Submitting approval through SmartView or API and ability to promote using an alternative hierarchy

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edited Aug 14, 2020 7:38PM in Tax Reporting 3 comments

Summary

Updating approval process by submitting a feed or import tempIate via SmartView or using the API. Also using an alternative entity hierarchy for the approval process.

Content

Updating approval process by submitting a feed or import tempIate via SmartView or using the API. 

Company would like to use an external workflow software in order to track progress of tax provision.  We would like to connect the external software with TRCS's Approvals functionality in order to sync the review status of each entity's tax provision because we have many entities involved in the process and would like to automate progress tracking. Currently we do not see a way to interact with the Approvals functionality outside of the web browser. 

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