Approval Workflows

Benefits

• Multi-level approvals with delegation and escalation
• Rule-based routing so the right people approve
• Notifications and reminders to keep workflows moving
• Full audit trail for compliance and policy reviews

How It Works

1. Define approval rules by amount, category, cost center, or other attributes
2. Requests are routed to the right chain; approvers get notified
3. Approvers can approve, reject, or request more information
4. Escalation and delegation keep workflows moving when people are away

Use Cases

• Enforcing spend limits and approval authority by role
• Speeding up low-value approvals while protecting high-value ones
• Meeting compliance requirements with a clear audit trail

Frequently Asked Questions

How many approval levels can we have?

You can define multiple levels. Typical setups use one to four levels depending on amount or category. There is no hard limit.

Can approvers delegate?

Yes. Approvers can delegate to others, and you can set up substitute approvers for leave or role changes so workflows continue without delay.

Do you support auto-approval for small amounts?

Yes. You can set thresholds below which requests are auto-approved or fast-tracked, reducing workload for routine low-value purchases.