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# How to Add Approval Levels to Your ERP, Step by Step
- URL: https://blog.jestor.com/add-approval-levels-to-erp/
- Published: 2026-09-17T22:25:09.000Z
- Updated: 2026-09-17T22:25:09.000Z
- Author: Bruno Bannach

To learn **how to add approval levels to your ERP**, you build the request and review layer outside the ERP and connect it back in. The request is captured in a form, routed to the right approver, and posted to the ERP only after sign-off.

## What you need before you start

Adding an approval layer fails when the underlying data is not organized. Before configuring anything, make sure you have:

- A list of **cost centers** with a named owner for each
- The registered companies or legal entities the requests belong to
- Your supplier and category records, ideally already in the **ERP**
- Agreement on which value ranges require which level of sign-off

## The two layers, and what each one owns

| Layer              | What it owns                                       | Examples                                      |
| ------------------ | -------------------------------------------------- | --------------------------------------------- |
| **Approval layer** | Request capture, routing, review, audit history    | Form, approval queue, Kanban board, dashboard |
| **ERP**            | Accounting and fiscal record of the approved entry | Accounts payable, invoicing, tax calculation  |

## Step by step in Jestor

1. **Create the request form.** In **Jestor**, build a form with title, description, value, cost center, company, category, supplier, bank account, forecast date, and due date — mirroring the fields your ERP needs.
2. **Mark the required fields.** Anything the ERP requires should be mandatory here, so no request arrives incomplete.
3. **Register the cost centers.** Each one carries its responsible person and description, which is what drives the routing.
4. **Send requests to a queue.** A submitted request does not post to the ERP; it waits for review.
5. **Review on a Kanban board.** Each card holds everything the approver needs to decide.
6. **Approve.** The entry posts into the ERP automatically through the native integration.
7. **Track on a dashboard.** Pending, approved, and rejected counts, plus approved value by cost center.

## Why choose Jestor for this?

**Jestor** offers a table view alongside the board, which matters for teams migrating from spreadsheets — the same data, in a familiar layout, without losing the workflow. Filters by company, cost center, forecast date, and due date make it easy to answer "what is waiting on me right now."

## Frequently Asked Questions

### How long does it take to set up?

Ready-made templates install in about two minutes; see the catalog at [jestor.com](https://jestor.com/pt/templates/?ref=blog.jestor.com).

### Can I use more than one registered company?

Yes. Multiple ERP accounts can be brought into a single panel.

### Is there an audit trail?

Yes. Every request keeps its change history, chat, and attachments.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.