Rule-based approval automation can be configured to meet your company’s organizational structure. Ensure fast, streamlined compliance with your expense policies with Advanced Approvals.
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Our flexible solution allows you to easily create custom rules and automatically route approvals to one or more approvers, in any sequence, that reflects your policy. These rules can be adjusted and changed as the needs and structure of your company changes.
Create approval groups with multiple stakeholders. Define the number of approvers needed, ranging from one individual to all group members. Configure requests to be approved sequentially or concurrently.
Build in contingencies for automatic re-routing — to next in line if one approver is not available — to keep teams moving.
Create rules based on the employee’s department, GL categories of the expense, the type of tool or service the employee is requesting, and more. Identify specific individuals or departments in your company with expertise on certain types of spending, for example IT, to make sure that purchases are properly vetted.
Airbase approvals happen within normal business communication tools, so requesters and approvers can easily incorporate approval workflows into their busy daily routines. Whether it’s a simple approval, or asking for additional information about a request, communication is clear, easy, and fast.
Set approval thresholds to reflect your company’s policies, and capture requests and approvals. Give budget owners and other stakeholders the control they need.
Capture approval workflows automatically in an audit trail that is recorded directly to the transaction file. No more document chasing for audits.
Approval workflows apply to virtual card purchases and POs to give visibility and control over spend before it happens.
Eliminate the confusion about who is supposed to approve what type and amount of spend with a rule-based approach. Keep teams moving.
“As finance people, we have to find a way to be far more efficient. As we scale, there’s more volume, there’s an increase in complexity, and there’s still no additional headcount in the department.”
