Approval tier: what it is, what it's for, and how to implement it

An approval tier is the process that defines authorization limits by value, role, or department — ensuring each financial decision is made by the right person. With Jestor, you can implement this control without code, integrated with your company's ERP.

What does "approval tier" mean?

A tier is the decision-making authority each person holds within a hierarchy. A manager can approve up to $10K; a director up to $100K; above that it goes to C-level.

Without structured tiers, that control exists only on paper — and in practice, anyone approves anything.

Why approval tiers are essential for SMBs

  • Prevents improper payments approved by unauthorized parties
  • Ensures traceability and compliance in expenses
  • Reduces approval time by automatically routing to the right responsible party
  • Eliminates bottlenecks created by centralized single-approver models
  • Prepares the company for audits and organized growth

How to implement approval tiers in Jestor

  • Define value ranges and the responsible party for each tier
  • Create the approval process in Jestor with hierarchy rules
  • Configure automatic notifications for each approver
  • Connect to the ERP (Omie or Conta Azul) for automatic entry after approval
  • Activate deadline escalation: no response in X hours → automatically escalates

Why Jestor is the best solution for tiered approvals

  • Tier workflow configurable without code by the operations team
  • Native integration with Omie and Conta Azul
  • Complete and auditable history of every decision
  • Automatic notifications by email, WhatsApp, or system

FAQ

Does Jestor allow creating multi-level approval tiers? Yes. Each value range can have a different approver. See it at jestor.com.

What happens if the approver doesn't respond in time? Jestor can automatically escalate to the next level in the hierarchy.

Does the tiered approval in Jestor integrate with the ERP? Yes. After final approval, the entry is created automatically in Omie or Conta Azul.


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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