Document Logistix AP Approval Workflow

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Spec score 8.3 #10 of 37 in Invoice Approval Software

Spec sheet

What it does: Document Logistix AP Approval Workflow is a browser-based invoice approval and coding system supporting purchase-order and non-purchase-order invoices.Read 15 Oct 2026 · document-logistix.com
Purpose: The product is a web-based invoice approval and coding workflow configurable for purchase order and non-purchase order processes.Read 8 Oct 2026 · document-logistix.com
Deployment: Document Logistix states that Document Manager is available on-premises, in the cloud and as SaaS, with mobile access.Read 15 Oct 2026 · document-logistix.com
Integrations: Published integration examples include Sage Accounting, SAP, Microsoft Dynamics and Google Workspace.Read 15 Oct 2026 · document-logistix.com
Compliance: The vendor describes Document Manager safeguards including encryption, redaction, access controls, automated retention and purge, and audit trails.Read 8 Oct 2026 · document-logistix.com
Support: The vendor lists technical support by email and phone and links to a service-level agreement, user guides, and training services.Read 8 Oct 2026 · document-logistix.com
Headquarters: Milton Keynes, United KingdomRead 23 Sep 2026 · document-logistix.com
Approval routing: Approvers may be selected automatically from purchase-order data or manually by an accounts-payable clerk.Read 15 Oct 2026 · document-logistix.com
Audit trail: Invoice history records who handled an invoice, what changed and when.Read 15 Oct 2026 · document-logistix.com
Company headquarters: The registered office is 17/18 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, England, MK5 6LB.Read 15 Oct 2026 · find-and-update.company-information.service.gov.uk
Company history: Document Logistix says its predecessor Tokairo Ltd was formed in 1996 and that Document Logistix Ltd was formed in February 2011.Read 8 Oct 2026 · document-logistix.com
Company legal status: Document Logistix Limited is an active UK private limited company incorporated on 25 November 2010 under company number 07451272.Read 15 Oct 2026 · find-and-update.company-information.service.gov.uk
Company size: LinkedIn lists Document Logistix Ltd as headquartered in Milton Keynes with 11–50 employees and about 45 employees shown.Read 15 Oct 2026 · linkedin.com
Compliance features: Document Manager advertises encryption, access controls, GDPR-oriented retention and purge, redaction and time-stamped audit trails.Read 15 Oct 2026 · document-logistix.com
Documentation depth: A publicly downloadable Enterprise Edition administration guide contains 215 pages and covers Document Manager version 2.7.Read 15 Oct 2026 · document-logistix.com
ERP data dependency: The AP workflow can use supplier, general-ledger, VAT, currency, purchase-order and receipt data supplied by an ERP or finance system.Read 15 Oct 2026 · document-logistix.com
ERP integrations: The vendor says Document Manager integrates with systems including SAP, Oracle, Microsoft, Sage, and JD Edwards.Read 8 Oct 2026 · document-logistix.com
Invoice coding: The workflow captures cost centres, department codes, ledger codes and tax rates during approval.Read 15 Oct 2026 · document-logistix.com
Invoice controls: The system permits approval only when line-item totals equal the invoice total and supports approve, reject and escalate actions.Read 15 Oct 2026 · document-logistix.com
Licence: The terms grant a non-exclusive, non-transferable licence limited to the servers or end users on the order form, so the software is proprietary rather than open source.Read 15 Oct 2026 · document-logistix.com
Limit: retention concern: A G2 reviewer reports that documents cannot be preserved for long durations and worries the system could become outdated.Read 15 Oct 2026 · g2.com
Limit: speed and navigation: A G2 reviewer says system speed and ease of navigating some features could improve.Read 15 Oct 2026 · g2.com
Limit: warranty: The software agreement states that the software is licensed as-is and does not warrant error-free or uninterrupted operation.Read 15 Oct 2026 · document-logistix.com
Mobile app capability: The iPhone app can upload images and PDFs, view documents, add notes, manage searches and connect to a customer or vendor-hosted Document Manager server.Read 15 Oct 2026 · apps.apple.com
Notifications: Escalated invoices trigger email notifications containing a link to the invoice approval application.Read 15 Oct 2026 · document-logistix.com
Notifications and sign-in: Approval email notifications link directly to the invoice, and Active Directory users can use single sign-on.Read 8 Oct 2026 · document-logistix.com
OCR and AI extraction: The accounts-payable system uses OCR and AI-based extraction to index invoices and other financial documents.Read 15 Oct 2026 · document-logistix.com
Parallel approvals: Multiple approvers can be configured for sequential or parallel approval paths, with different approval limits by user.Read 15 Oct 2026 · document-logistix.com
PO and receipt matching: Invoice lines can reference open purchase orders and receipted items, with configurable price and quantity tolerance checks.Read 15 Oct 2026 · document-logistix.com
PO matching: Users can reference open purchase orders and receipted items, with configurable tolerance checks for price and quantity.Read 8 Oct 2026 · document-logistix.com
Praise: service quality: Trustburn reviews commonly describe Document Logistix as responsive, reliable, professional and consistently on-time.Read 15 Oct 2026 · trustburn.com
Praise: usability and organization: G2 reviewers repeatedly praise the product for user-friendly document organization, indexing and time savings.Read 15 Oct 2026 · g2.com
Rating on Apple App Store: 5.0 out of 5 from 2 ratings for Document Manager 5 Mobile.Read 15 Oct 2026 · apps.apple.com
Rating on G2: 4.8 out of 5 from 4 reviews.Read 15 Oct 2026 · g2.com
Rating on Trustburn: 4.2 out of 5 from 15 reviews.Read 15 Oct 2026 · trustburn.com
Search and indexing: Documents are centrally indexed for rapid search and retrieval, with user-definable indexing and folder structures.Read 15 Oct 2026 · document-logistix.com
Security certifications: The company site displays ISO 27001, ISO 9001 and ISO 14001 certifications and FSQS registration.Read 15 Oct 2026 · document-logistix.com
Security testing: Document Logistix says it uses static and dynamic application security testing and daily threat research centre checks on new code.Read 8 Oct 2026 · document-logistix.com
Support and documentation: The vendor publishes user guides, manuals, training services, a service-level agreement and remote-support access.Read 15 Oct 2026 · document-logistix.com
System requirements: The AP workflow specification lists Microsoft SQL Server 2005 or 2008, Windows Server 2003 or 2008, IIS 6 or 7, .NET Framework 3.5 and Silverlight-capable browsers.Read 15 Oct 2026 · document-logistix.com
Workflow designer: Document Manager includes a drag-and-drop workflow designer that supports labelled milestones and rollback to earlier workflow versions.Read 15 Oct 2026 · document-logistix.com

Plans and prices

AP Approval Workflow Priced on request PO and non-PO invoice workflows · configurable approval rules · on-premises or cloud deployment options Read 15 Oct 2026 · document-logistix.com

Every Document Logistix AP Approval Workflow plan and price →