How Do I Set Up Different Approval Flows for Different Expense Types?
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How Do I Set Up Different Approval Flows for Different Expense Types?
You set up different flows by defining a distinct approval path for each expense category, so travel, software, and capital purchases each follow logic suited to their own risk profile. On Jestor, this runs through Approvals with category-based routing.
Forcing every expense type through the same generic approval path means low-risk categories face unnecessary friction while higher-risk categories might not get the scrutiny they actually need.
What a single generic approval flow costs
- Low-risk expense categories facing the same friction as high-risk ones
- Higher-risk categories potentially not getting the extra scrutiny they need
- No flexibility to route certain expense types to specialized approvers
- Frustration when a routine expense gets stuck in an overly heavy process
How category-based approval flows work
- Each expense category maps to its own defined approval path
- Software purchases might route to IT, travel to a manager, capital to finance
- Routing happens automatically based on the category selected at submission
- Each path can have its own thresholds and required approvers
Why Jestor fits this use case
- Tailored flows reduce unnecessary friction on genuinely low-risk expenses
- Higher-risk categories get the specialized scrutiny appropriate to them
- Automatic routing removes the need to manually decide the right path each time
- This scales from a handful of expense categories to a complex, varied structure
| Single generic flow | Category-based flows |
|---|---|
| Same process for every type | Tailored to each category's risk |
Frequently Asked Questions
Can a single expense fall under multiple applicable categories? Typically one primary category drives the routing, kept simple by design. More at jestor.com.
Can flows be adjusted as expense categories change over time? Yes, routing logic can be updated at any point.
Does this require IT involvement to set up initially? No, category-based routing is configured visually, without code.
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.