How to Automate Financial Approvals With Amount-Based Thresholds

Automating financial approvals with thresholds means defining, by amount range, who needs to authorize a payment before it becomes an entry in the ERP, without relying on email, spreadsheets, or verbal approval. In Jestor, this rule lives inside the Approvals app, with the entry going automatically to the ERP once approved.

The most common bottleneck in finance isn't a lack of rules, it's a lack of standards: a $200 request and a $50,000 request follow the same path, or worse, the same email lost in someone's inbox.

When amount-based thresholds aren't automated, the finance team only finds out about a problem once the payment has already gone out wrong, or is sitting late while everyone waits for someone to "see the email."

What Companies Are Trying to Solve

• High-value payments approved with the same speed (or lack of it) as small ones
• No automatic block for requests above a defined cap
• Approvers with no consolidated view of what's already been approved by cost center
• Requests logged across different channels (email, WhatsApp, spreadsheets), with no standard
• Manual ERP entry after approval, prone to data-entry errors

How Amount-Based Thresholds Work in Practice

• The requester fills out a form with a title, amount, and cost center for the payment
• The amount entered automatically decides whether the request needs one or more approvers
• Until approved, the request stays in a queue: nothing gets posted directly to accounts payable
• The approver decides right from a Kanban card, with all the request's data visible
• Once approved, the entry flows automatically to the connected ERP

The amounts above are an example configuration. Each company sets its own threshold ranges inside Jestor.

Why Jestor Solves This

• The amount-based threshold is defined right in the form, with no hidden rules buried in a spreadsheet
• Once approved, the request is posted automatically to accounts payable in the connected ERP (Omie or Conta Azul)
• The Jestor dashboard shows, by cost center, how much has been approved, is pending, or was rejected
• Companies coming from Excel get a table view with every field of the request, without losing the control they already had

Frequently asked questions

What is an amount-based approval threshold? The rule that defines who must approve a payment based on the amount requested.

Can a threshold have more than one approver? Yes, see how at jestor.com: Jestor allows extra approval steps for higher amounts.

Is the payment posted to the ERP before or after approval? Always after. See how at jestor.com: the entry only happens once the request is approved.

Does this only work for accounts payable? The same threshold model can be adapted for other internal requests, not just payments.

Ultimately, automating financial approvals with thresholds is what keeps a high-value request from slipping through without a defined owner.

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.