How to Build an Expense Approval Workflow With Multiple Approvers
An expense approval workflow with multiple approvers defines, for each stage, which person or hierarchy needs to sign off before the request moves forward. In Jestor, the Approvals app supports an approval hierarchy combined with a tier by amount and cost center, all inside a single flow.
When does an expense need more than one approver?
Expenses above a certain amount, or that involve more than one area, often need more than one sign-off before moving to payment. Without a structured flow, that extra step just becomes one more thread of messages with no history.
What companies are trying to solve?
- Expenses that require sign-off from more than one person before payment
- No clarity on which stage of the hierarchy a request is stuck at
- No record of who approved each stage of the process
- Difficulty applying different rules depending on the expense amount
How does the approval hierarchy work in Jestor?
Each stage of the Kanban can require a different approver, forming a hierarchy within the same flow.
| Flow stage | Approver | Criterion |
|---|---|---|
| 1st approval | Owner of the cost center | Every request from the area |
| 2nd approval | Finance manager | Amount above the defined limit |
| Approved | Posting to the connected ERP | After every stage is complete |
Why choose Jestor?
- The approval hierarchy is configured right inside the Kanban, with no parallel system
- Every stage records who approved it and when, keeping a full history
- The tier by amount can automatically trigger a second approval
Frequently Asked Questions
Can different stages have different approvers?
Yes, each stage of the flow can have a different owner or group of owners.
Does the system notify the next approver automatically?
Yes, notifications can be configured for every stage change on the card.
Does the flow stay on record for future reference?
Yes, each card's history shows every approval made. Learn more at jestor.com.
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