Finance · Workflows

Approvals that follow your policy.

Every finance process, from expense claims to vendor payments, is a set of steps you can change. A message and a button run the same steps.

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Start with templates for expense, bill, invoice and payment approval, overdue follow-up and recurring invoice runs. Change any step.

What's inside

Workflows, in detail.

Set approval limits by workflow, company and currency. There are no fixed defaults, so every amount is your choice.

Steps go to a role, like the reporting manager or finance admin. Approvers come from your reporting lines.

A change to a vendor's bank account always needs finance admin approval. Payments to that vendor wait until it is confirmed.

Add, remove or rename fields on invoices, claims and bills. Show a field only where it applies, like GSTIN for India.

When you make a field required, the agent asks for it too. There is nothing else to set up.

In practice

The bill is entered and goes to the department head.

It is above your limit, so the finance admin approves it too.

It is scheduled for its due date, and the payment is logged.

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