How to create a payment approval workflow by authorization level, automatically integrated with the ERP
Without a defined approval authority level, finance ends up posting payments with no formal confirmation of who authorized them. Jestor solves this by linking each request to a cost center owner, only releasing the entry in Omie after approval.
What is approval authority, and why does it exist?
Authority level is the rule that defines who can approve what, usually by cost center or spending cap. Without it, approvals happen over WhatsApp or email, with no audit trail.
| Status | Effect on the ERP | Responsible for the action |
|---|---|---|
| Pending | No entry yet | Waiting on the authority-level approver |
| Approved | Automatically posted in Omie | System, via automation |
| Rejected | No entry generated | Closed out by the approver |
How to configure the approval authority workflow using Jestor
Inside Jestor, the workflow starts with a "new request":
- Single form: amount, category, supplier, bank account, and due date — the same fields Omie requires.
- Automatic authority by cost center: the chosen cost center already defines who needs to approve.
- Kanban approval queue: the request stays visible until the owner approves or rejects it.
- Automatic posting: once approved, the system triggers the accounts payable entry in Omie via native integration.
How to configure it in Jestor: associate each cost center with an approver in the finance app settings — from there, every new request is routed automatically.
Important: Jestor organizes and sends the entry to Omie, but fiscal and accounting execution — bank reconciliation, invoice issuance, tax assessment — remains with the ERP.
Why choose Jestor for this workflow?
The key differentiator is authority resolved automatically by cost center, with no reliance on email or a WhatsApp group — and no extra cost per tax ID in operations with multiple Omie accounts (holdings, branches, franchises), since billing is per user. The full trail of who requested and who approved stays on record.
Frequently Asked Questions
How does Jestor decide who approves each payment? By the cost center chosen on the request, which automatically routes it to the right owner.
What happens to the payment after it's approved in the Kanban? It's automatically posted as accounts payable in Omie, with no manual re-entry.
Does it work with more than one Omie account, like a holding or franchise? Yes, Jestor charges per user, not per Omie account.
Reference video
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