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Building an Approval Workflow That Scales
From $500 auto-approvals to CFO sign-off, design approval chains that keep spend under control as you grow.
5 Min Read
Workflows
Start with clear thresholds
Good approval workflows are boring by design. Small, routine spend should move automatically, while larger or unusual transactions get the right level of review.
From $500 auto-approvals to CFO sign-off
A common pattern is auto-approving purchases under $500, routing anything up to $5,000 to a manager, and requiring CFO sign-off above that. Adjust the tiers to match your risk appetite.
Avoiding approval bottlenecks
Approvals stall when one person becomes a single point of failure. Add delegates, set reminders, and give approvers the context they need to decide in one click.
Auditing every decision
Each approval should record who approved what, when, and why. That trail keeps you audit-ready and makes it easy to spot policies that need tuning.
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