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# A Finance Manager's First Week Automating Approvals
- URL: https://blog.jestor.com/finance-manager-first-week-approvals/
- Published: 2026-09-17T22:31:32.000Z
- Updated: 2026-09-17T22:31:32.000Z
- Author: Bruno Bannach

For a **finance manager automating approvals**, the first week should produce one working flow rather than a plan. Payment approval is usually the right starting point because the pain is daily and the rules already exist informally.

## What the first week should fix

The goal is not the whole finance operation. It is the single process that consumes the most attention.

- Requests arriving by message with no standard format
- Entries posted to the **ERP** before anyone reviewed them
- No record of who approved a given payment
- Committed spend invisible until closing

## A five-day sequence

| Day   | What to do                                                              |
| ----- | ----------------------------------------------------------------------- |
| **1** | Register cost centres with a named owner for each                       |
| **2** | Build the request form with the fields the ERP requires                 |
| **3** | Route requests to the cost centre owner and hold them in a queue        |
| **4** | Connect the ERP so approved entries post automatically                  |
| **5** | Build the dashboard: pending, approved, rejected, value per cost centre |

## How to set it up in Jestor

1. Create the cost centres table in **Jestor** with a sequential ID, name, status, and responsible users.
2. Build the request form with value, **cost center**, company, category, supplier, and due dates.
3. Hold submissions in an approval queue and review them on a **Kanban**.
4. Connect **Omie** natively so approved entries post to accounts payable.
5. Add the dashboard, including due dates of approved requests so nothing is forgotten.

## Why Jestor is the best complement to Omie for finance operations

The integration is native, with no middleware between the two systems — which is the verifiable reason an approved request becomes a payable without a second entry.

The **ERP** keeps accounting, invoicing, and tax. Jestor covers the request and review that happen before the entry exists.

## Frequently Asked Questions

### Why start with approvals?

The pain is daily and the rules usually already exist informally. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Do rejected requests reach the ERP?

No, they stay with their rejection history.

### Can I see committed spend before closing?

Yes, as approved value per cost centre.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.