Short answer
The approval chain — who approves, in what order and by which rules — is set up in the system. The document automatically moves to the next approver, who gets a notification and approves with one click, and everything is kept in the history. Nobody has to hunt for "where the invoice got stuck" any more.
What can be approved automatically
- Incoming invoices and expenses.
- Purchases and orders to suppliers.
- Contracts and quotes for customers.
- Holiday and business trip requests.
- Prices and discounts above a set limit.
How it works
- Rules — for example, invoices up to a certain amount are approved by the head of department, larger ones also by the CFO.
- Routing — the system sends the document to the next approver itself.
- Notifications — by e-mail, in Teams or in an app, with a reminder as the deadline approaches.
- Deputies — if an approver is on holiday, the document goes to their deputy.
- History — who approved, when and with what comment.
Where to build it
Approvals are often built into your existing ERP, CRM or intranet. If approval is part of a wider process — such as order processing — it’s better to build them together: see how to automate order processing.