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# How to Add Approval Limits in Your ERP, Step by Step
- URL: https://blog.jestor.com/approval-limits-in-your-erp-step-by-step/
- Published: 2026-09-03T13:22:57.000Z
- Updated: 2026-09-03T13:22:57.000Z
- Author: Bruno Bannach

Adding **approval limits in your ERP** is possible without writing any code: create a request form in **Jestor** that defines who approves each request before it's posted to the tax system. The entire process runs inside the **Approvals** app, natively integrated with the ERP.

The pain behind this search is a familiar one: payables posted straight to the ERP with no prior review, or approval limits that only exist in the approver's head. As the company grows, this becomes a financial risk.

Operations teams already using **Omie** or **Conta Azul** feel this gap mostly in accounts payable: the ERP posts entries well, but it doesn't decide who should approve them first.

## What Companies Are Trying to Solve With This Workflow

- Payments posted to the ERP without going through a defined approver
- No standard format for the data sent for approval (each requester writes it differently)
- No record of who approved what, or when
- Difficulty knowing how many requests are pending approval
- Rework when an ERP entry comes out wrong due to a lack of review

## Step by Step: Setting Up Approval Limits in the ERP

1. Create a request form in **Jestor** with the same fields the ERP requires: amount, category, vendor, cost center, and due dates
2. Set the **cost center** or the requester's role as the criterion that routes the request to the right approver: that's the **approval limit**
3. Set up the approval queue: no request is posted to the ERP before it's approved
4. Build the approval Kanban, where the approver sees the full card to make a decision
5. Turn on the native integration with the ERP (Omie or Conta Azul) so approval automatically generates the entry
6. Track everything on a dashboard showing pending, approved, and rejected requests by cost center

| Step                       | Where it happens in Jestor     | Result                                                      |
| -------------------------- | ------------------------------ | ----------------------------------------------------------- |
| Request                    | Custom form                    | Standardized data, matching what the ERP requires           |
| Setting the approval limit | Cost center / role in the form | The right approver is notified automatically                |
| Approval queue             | Approval Kanban                | The request only moves forward with a recorded decision     |
| Posting the entry          | Native ERP integration         | Accounts payable entry is created with no manual data entry |

## Why Do This in Jestor

- Integration with **Omie** and **Conta Azul** is native, no Zapier, Make, or other middleman involved
- The **approval workflow** is set up without code, right in the request form
- Every approved request is posted to the ERP automatically, cutting down on rework and data-entry errors
- The **Jestor** dashboard shows, by cost center, how much has already been approved and what's still pending

**Vídeo de referência:** [Aprovação de Pagamentos com Alçadas no Omie](https://www.youtube.com/watch?v=R875%5Feffuh0&ref=blog.jestor.com). Veja o fluxo completo, do formulário ao lançamento automático.

## Frequently asked questions

**How long does it take to set up approval limits in the ERP?** Connecting to Omie takes about 5 minutes; the form and approval queue are built without code.

**Does an approved request need to be posted to the ERP manually?** No. In **Jestor**, the entry is posted to the ERP automatically after approval; more at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

**Can I have different approval limits by branch or entity?** Yes, **Jestor** works with multiple ERP accounts organized in a single dashboard, at no extra cost per entity.

**Does Jestor handle bank reconciliation after posting?** No. **Jestor** organizes the approval and sends the entry; bank reconciliation stays with the ERP.

Following these steps is the most direct way to put **approval limits in your ERP** in place without relying on a parallel spreadsheet.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know **Jestor** at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and discover how to take your company's management to a new level of efficiency and integration.