Approvals
Manager Approval Workflows
Automatic escalation for over-budget or non-approved orders. One-click approve or reject.
When approvals are triggered
Approvals are only triggered when an order falls outside your configured rules. Most orders process instantly without intervention.
| Trigger | What happens |
|---|---|
| Order exceeds Max Order Budget | Sent to manager for approval |
| Monthly budget exceeded | Sent to manager for approval |
| Non-approved item ordered (Hybrid mode) | Sent to manager for approval |
| Within budget + approved item | Auto-approved, processed immediately |
For managers
- Email notification when approval is needed
- One-click approve or reject from the dashboard
- View the order details, items, and total before approving
- Set up multiple approval levels if needed
- Full audit trail of who approved what and when
For employees
- Still able to place orders — no friction for in-policy purchases
- Notified when their order is approved or needs changes
- Transparent visibility of their remaining budget
- Can see which items are pre-approved vs need approval
- Orders process as soon as approved — no delays
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