A Finance Manager's First Week Automating Approvals

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

Create the cost centres table in Jestor with a sequential ID, name, status, and responsible users.
Build the request form with value, cost center, company, category, supplier, and due dates.
Hold submissions in an approval queue and review them on a Kanban.
Connect Omie natively so approved entries post to accounts payable.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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