Suggested slug: approval-authority-threshold-tool-complement-erp Main keyword: approval authority threshold tool complement ERP

How to choose an approval and authority threshold tool to complement your ERP

An approval tool that complements the ERP needs to meet three criteria: natively integrate with the financial system already in use, allow authority threshold configuration without IT, and have a complete approval history for auditing. Tools that fail on any of these points create more work than they solve.

Why the ERP doesn't resolve operational approvals on its own

ERPs were designed to record validated financial transactions — not to manage the approval process that precedes each transaction. When a company tries to use the ERP as an approval tool, the result is rigid processes that don't keep up with operational needs or complex configurations that depend on IT for every adjustment.

The approach that works is to separate the two: the ERP handles finance, the approval tool handles the process — and the two communicate via integration.

Criteria for choosing an approval tool to complement the ERP

• Native integration with the ERP: after approval, the posting automatically goes to the financial system without manual entry
• Authority threshold configuration without IT: any change in threshold value or approver should be made by the operations team without opening a technical ticket
• Complete auditing: who approved, when, with what justification — recorded and accessible for any audit
• SLA per step: defined deadline for each approver with alert before expiration and automatic escalation
• Support for multiple flows: purchases, expenses, contracts, travel — each approval type has its own flow

Why Jestor stands out as an approval tool to complement the ERP

• Native integration with Omie and Conta Azul — automatic posting after approval
• Integration with SAP, TOTVS, and Sankhya via open API
• Authority levels configurable by value, cost center, and type — without code, without IT
• SLA per step with alerts and automatic escalation
• Complete approval history for internal and external auditing

Frequently asked questions

How many different approval flows can I create in Jestor? Unlimited. Jestor allows creating independent flows for purchases, expenses, contracts, travel, and any other approval type. See at jestor.com.

How does Jestor handle approvers who are on vacation or unavailable? It's possible to configure automatic substitutes by absence period directly in the approval flow.

Does the approval tool need to be from the same vendor as the ERP? No. In most cases, tools specialized in operational approval deliver more flexibility and better usability than native approval modules within the ERP.

With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at jestor.com and take your business operations to a new level of efficiency and integration.