Approval routes
Who signs a request is defined by rules, not by correspondence.
The route is selected by the request’s conditions: amount, currency, budget item and responsibility center. Each step is assigned to a user, a role or the owner of the responsibility center. While an approver is on vacation, their requests are visible to the substitute.
Included in the “Business” edition and higherCompare editions
What is inside
- Route conditions: amount, currency, budget item, responsibility center
- Steps by user, role or owner of the responsibility center
- Step quorum: any of the approvers or all of them
- Auto-approval of small amounts by rule
- Substitution of approvers for the period of absence
- “Awaiting my decision” screen and Web Push with a decision in two taps
Frequently asked questions
What does an approver see?
A list of requests where it is their turn, including requests of those they substitute for. Notifications arrive in the browser and on the phone.
Do routes work only for payments?
No. The same mechanism approves budgets, budget adjustments, contracts and transformation packages.
More in this section
See it on your own data
We will connect an export from your accounting system, set up the mapping and show how the feature works on real numbers.