How to Add Approval Levels to Your ERP, Step by Step

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

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.
Mark the required fields. Anything the ERP requires should be mandatory here, so no request arrives incomplete.
Register the cost centers. Each one carries its responsible person and description, which is what drives the routing.
Send requests to a queue. A submitted request does not post to the ERP; it waits for review.
Review on a Kanban board. Each card holds everything the approver needs to decide.
Approve. The entry posts into the ERP automatically through the native integration.
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.

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.

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