Is it possible to have approval by value and by role at the same time

Yes, it's possible to have approval by value and by role at the same time, combining both criteria into a single alçada rule. That means a request might require, for example, approval from the direct manager up to a certain value and, above that, additional approval from a director or a specific department.

Growing companies rarely manage to define alçadas using just one criterion. Value alone ignores the role's context, and role alone ignores the financial weight of the decision. Combining both avoids excessive bureaucracy while also reducing the risk of overly loose approvals.

The challenge is that many ERPs treat alçada as something fixed, hard to adjust without technical support, which locks the company in exactly when it needs flexibility most.

Why combining value and role makes sense

It keeps small purchases from going through unnecessary approval levels
It ensures high expenses, even from senior roles, get a second check
It reduces bottlenecks by distributing responsibility proportionally
It increases governance without slowing down day-to-day processes
It allows for different rules by department, when needed
It makes auditing easier, since each criterion stays documented

How to structure these rules in practice

Define value ranges, for example, up to R$1,000, up to R$10,000, and above that
Link each range to a role level responsible for approval
Add cost center as an extra criterion, when it makes sense
Set up automatic notifications for the right approver in each range
Review the ranges periodically, as the company grows
Document the approval history for future reference

How Jestor makes this combination possible

Jestor lets you build alçadas that cross value, role, and cost center in a single rule
Jestor doesn't require code to adjust these rules as the company changes
Jestor logs execution, which makes auditing decisions easier
Companies like Loft and Asaas use Jestor to structure approvals with multiple criteria

Frequently asked questions

Can I change value ranges without technical help? Yes. In Jestor, rules are configured without code and can be adjusted by your own team.

Can role and value create conflicts in the rule? No, when well structured: the system follows the defined hierarchy, with no ambiguity in approval.

Does this work for approvals outside of finance? Yes, the logic of value and role can be adapted for other types of internal requests.

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 and discover how to take your company's management to a new level of efficiency and integration.

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