Acis appoints new CEO Emily Pritchard
Acis has appointed Chief Legal and Operating Officer Emily Pritchard as CEO, as co-founder and current CEO Matt Neibling steps away from day-to-day executive duties following 36 years of service.
Order approvals can be requested for online orders created within the Acis portal, excluding bulk orders.
The approval process does not apply to orders received via post, email or fax. It is recommended you obtain approval for these orders before submitting them to Acis for processing.
Any person that has log-in access to your firm’s account on the Acis portal is eligible as an Order Approver. Those with Master User portal access can nominate Order Approvers in the Settings/User Management section of the Acis portal. Alternatively, contact us for assistance.
Order Approvers can approve or decline orders via an email request they will receive, or via the progress dashboard for the saved order located in the In Progress section of the Acis portal.
APPROVE: Sends an email notification to the requester and other recipients to the original email request before submitting the order to Acis.
DECLINE: Sends an email notification (inclusive of reasons for declining), to the requester and other recipients to the original email request. The order saves to the In Progress section of the Acis portal for updating as required. Subsequent approval requests are permitted.
Order approval requests can be reset or resent for any saved order.
RESEND: Subsequent email requests are permitted and reset the approval status and comments. An alternative Order Approver may be selected when resending requests.
RESET: Resetting the approval status without sending a request email is possible via the progress dashboard for the saved order located in the In Progress section of the Acis portal.
A firm can choose to make order approvals compulsory for all online orders before they are submitted to Acis for processing. Those with Master User portal access can enable (or disable) this selection in the Settings/User Management section of the Acis portal. Alternatively, contact us for assistance.
The requester and other recipients to the original email request receive email notifications from Acis on any updates to the status of an order approval request.
Create custom email templates and save default email settings in the Settings/Correspondence section of the Acis portal. Saved custom email templates can be loaded directly into emails generated from within an online order.
Pending requests (and associated comments) can be viewed, resent or reset via the progress dashboard for the saved order located in the In Progress section of the Acis portal.
If the payment method for an order is Pay by credit card, payment of the invoice is possible after the order is approved. An email confirming approval contains a Pay Invoice button directing you to the payment section of the Acis portal.