How to Route Approvals by Expense Category

To route approvals by expense category, you accept that not all spend of the same size carries the same risk. A threshold alone treats them identically.

Why value alone is insufficient

Two requests for the same amount can require very different scrutiny.

A routine supply order and a new supplier contract, priced the same
Technical purchases needing a technical reviewer regardless of value
Categories with regulatory implications at any amount
Marketing spend where the budget owner is not the cost centre owner

How to combine rules

Rule	Applies when
By cost centre owner	The default for most spend
By value threshold	Escalation above a defined amount
By category	Specialist review regardless of value
By supplier status	New or unhomologated suppliers

How to configure it in Jestor

Route by cost center owner as the default in Jestor.
Add a value-based escalation phase for requests above a threshold.
Add a conditional phase for categories needing specialist review.
Check supplier status, so an unhomologated supplier triggers additional review.
Use SLA data to see what each additional rule costs in cycle time.

Why Jestor is the best complement to Omie for nuanced approval

The ERP holds the entry; Jestor holds the rules about who may authorize it — rules that can combine cost centre, value, category, and supplier status without any of them being hardcoded.

Because the routing is configured visually, adding a category rule is a change the finance owner makes directly rather than a development request.

Frequently Asked Questions

Is a value threshold enough?

Not always — some categories need review at any amount. See jestor.com.

Can rules combine?

Yes, cost centre, value, category, and supplier status.

How do I know what a rule costs?

Through the SLA dwell time for that phase.

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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