Approval workflows that match how your organization actually signs off
- Request SubmittedMay 6, 10:01 AM
- Department HeadIn Review
- Finance ManagerWaiting
- ProcurementWaiting
- CFOPending
-
1
Request SubmittedRequestor
-
2
Department HeadReview and recommend
-
3
Finance ManagerBudget and cost review
-
4
ProcurementPolicy and compliance check
-
5
CFOFinal approval
-
ApprovedRequest complete
- Up to $5,000Department Head
- $5,001 – 25,000Finance Manager
- $25,001+CFO Approval
- Submitted126
- In Review78
- Approved342
- May 6, 10:21 AMSubmitted by Sarah J.
- May 6, 10:37 AMReviewed by Dept. Head
- May 6, 11:02 AMApproved by Finance
stage to keep your process compliant and moving.
Create and submit purchase requests 1
Route and approve with full visibility 2
Create POs and engage suppliers 3
Confirm receipt of goods/services 4
Measure savings and performance 5
Approval logic applies at both the request stage and the purchase order stage, using the same policies and rules.
Design approval paths that reflect your policies and organization structure. Route by role, amount, category, or custom conditions—no rigid workflows required.
- Role-based routing aligned to your org structure
- Threshold-based approvals for amount and value
- Conditional approval paths by category, type, or risk
- Configurable rules without coding or IT tickets
| Step | Approver | Conditions | Status |
|---|---|---|---|
| 1 | Department Head | All requests | Required |
| 2 | Finance Manager | Amount > $5,000 | Required |
| 3 | Procurement | Category = IT, Services | Conditional |
| 4 | CFO | Amount > $25,000 | Required |
- Applies to
- Requests & POs
- Policy
- Standard Approval Policy
- Active
- Yes
- Total Steps
- 4
- Last Updated
- May 6, 2025
consistent governance.
| Request | Amount | Requested by | Status |
|---|---|---|---|
| PR-1042 | $24,500.00 | Sarah Johnson | In Review |
| PR-1038 | $12,800.00 | Michael Chen | Pending |
| PR-1031 | $4,250.00 | James Patel | Approved |
| PO Number | Supplier | Amount | Status |
|---|---|---|---|
| PO-2087 | Acme Supplies Inc. | $24,500.00 | In Review |
| PO-2083 | TechSource Ltd. | $15,200.00 | Pending |
| PO-2078 | Global Office Co. | $3,450.00 | Approved |
Track every approval, who approved what, when, and any comments. Define access levels to
maintain control and transparency.
| Step | Approver | Action | Comments | Date & Time |
|---|---|---|---|---|
| 1 | Sarah Johnson | Submitted | Initial request | May 6, 10:21 AM |
| 2 | Michael Chen | Approved | Looks good | May 6, 10:37 AM |
| 3 | Priya Sharma | Approved | Budget available | May 6, 11:02 AM |
| 4 | David Lee | Approved | Compliant OK | May 6, 11:28 AM |
| 5 | Lisa Wong | Approved | Approved | May 6, 12:05 PM |
| Role | Permissions | Description |
|---|---|---|
| Administrator | Full access | Manage policies and workflows |
| Approver | Approve & comment | Approve requests and POs |
| Contributor | Create & edit | Create requests and POs |
| Read-only | View access | View data and approval status |
Keep everyone informed with timely notifications, reminders, and clear status updates across the workflow.
You have 3 requests waiting for your approval.
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A request is waiting for your action for 2 days.
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Your request PR-1042 has been approved.
View details →
1 request is escalated due to no action for 3 days.
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Daily approval summary sent to your inbox.
View summary →
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Department Head
0.8 days
-
Finance Manager
1.2 days
-
Procurement
0.9 days
-
CFO
1.6 days