Approval Workflows
Rules-based approval chains. Auto-route invoices, POs, and expense claims based on amount, vendor, and category.
High-Value Capital Expenditure
ActiveFleet purchases over $100,000 require Board approval
Conditions
Amount > $100,000Category: Fleet / Vehicles
Approval Chain
Step 1
Fleet Manager
Auto-approve < $25,000
Step 2
Finance Director
Auto-approve < $100,000
Step 3
Board Chair
Fuel & Utilities — Auto-Approve
ActiveRecurring fuel and utility invoices under $50,000 auto-approved if PO matched
Conditions
PO RequiredVendors: Z Energy, Transpower NZ
Approval Chain
Step 1
AP Clerk
Auto-approve < $50,000
Step 2
Operations Manager
Expense Claims
ActiveEmployee expense claims route to department head
Conditions
Category: expense
Approval Chain
Step 1
Department Head
Auto-approve < $200
Step 2
Finance Director
Standard AP Flow
ActiveDefault approval chain for all other invoices
Approval Chain
Step 1
AP Clerk
Auto-approve < $500
Step 2
Department Manager