Expense Approval
2 steps
Standard 2-tier expense approval workflow
- 1. Manager review
- 2. Finance director approval
Template library
Approval workflows
65 ready-made approval workflows for purchasing, payments, contracts, assets, HR, manufacturing… — each with steps, role-based approvers, per-step forms and escalation. Copy and adjust in the drag-and-drop builder.
- Workflow Management → Workflows → Template Library
Example templates
Contract Approval
3 steps
3-step contract approval: account manager submits → legal review → executive sign-off.
- 1. Account manager submission
- 2. Legal review
- 3. Executive approval
Credit Note Approval
2 steps
Finance Manager reviews the credit note. Director approval required for amounts exceeding $1,000.
- 1. AR manager review
- 2. Finance director approval
Quotation Approval
2 steps
Sales Manager reviews the quote, then Finance validates pricing. Approval automatically sets quote status to Sent.
- 1. Category approver
- 2. Finance validation
Leave Request Approval
2 steps
Manager and HR approval for leave requests
- 1. Manager approval
- 2. HR manager approval
Job Requisition Approval
2 steps
Department head and HR director sign-off
- 1. Department head review
- 2. HR director approval
Delivery Order Dispatch Approval
2 steps
Final approval before dispatching a delivery order.
- 1. Logistics coordinator verification
- 2. Logistics manager sign-off
Payroll Run Approval
3 steps
Three-step payroll processing approval: HR, Finance, CFO.
- 1. HR validation
- 2. Finance totals review
- 3. CFO disbursement authorization
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