How to Create an Approval Layer Over an ERP Like TOTVS
An approval layer over an ERP is a step built outside the tax system — like TOTVS — that organizes who approves each request before any posting moves on to it. Jestor is the platform that builds exactly this layer, expanding what the ERP already does without replacing it.
Why it's worth having your own approval layer, even with TOTVS
Systems like TOTVS are robust in the tax, accounting, and enterprise management space — and precisely because of that, they tend to focus well on that role, leaving the customization of approval workflows by team or request type to a separate layer, one that's easier to adjust without depending on a technical project for every change.
How to build this approval layer
The core idea is simple: the decision process runs outside the ERP, in its own layer with configurable threshold rules, and only the final result — the already-approved request — gets sent to the system.
Common pains for those without a separate approval layer from TOTVS:
- Lack of flexibility to adjust approval rules without relying on a technical project
- No team-specific rules, with every request following the same path
- No unified view of pending requests outside the finance module
- Rework reconciling approval decisions made outside the system
How the approval layer solves this:
- The decision workflow is configured with no code, outside the ERP
- Threshold rules can be adjusted as the company changes, with no need for IT
- The request is only sent to the ERP after being approved at every level
- Visibility into pending requests is centralized, regardless of team
Where Jestor fits in:
- Expands the existing ERP's capabilities via ERP Expansion, without replacing it
- Organizes the Approvals workflow with rules configurable by team and value
- Connects to systems like TOTVS via open API
- Keeps a full history of decisions, with date and responsible party
| Responsibility | Approval layer | ERP |
|---|---|---|
| Decision | Defines who approves, based on which rule | — |
| Tax execution | — | Books and processes the final posting |
Why choose Jestor for this layer
Jestor organizes the approval decision flexibly, complementing a robust ERP like TOTVS, which stays responsible for tax and accounting execution.
Frequently Asked Questions
Can I build this layer without touching TOTVS's configuration? Yes, the approval layer runs separately from the ERP, connecting via open API to send the final posting.
Does this replace TOTVS? No, Jestor expands the existing ERP's capabilities, without replacing it.
Who handles tax and accounting execution? Always the ERP — Jestor only handles the decision layer. Learn more at jestor.com.
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and see how to take your company's management to a new level of efficiency and integration.