Workflow & Lifecycle

Approvals & Budget Management

Streamline approval processes with multi-level workflows, intelligent delegation rules, and mobile-friendly interfaces. Maintain complete audit trails for compliance and governance requirements.

Action and Case Management dashboard
KEY Features

Enterprise-Grade Approval Management

Multi-Level Approvals

Configure sequential or parallel approval chains with unlimited levels. Route approvals based on amount thresholds, categories, or custom criteria.

Delegation Rules

Set up automatic delegation when approvers are unavailable. Configure backup approvers, out-of-office rules, and escalation paths.

Audit Trail

Maintain complete records of all approval actions, comments, and timestamps. Generate compliance reports and demonstrate governance.

Mobile Approvals

Approve or reject requests from anywhere with our mobile-optimised interface. Review details, add comments, and take action on the go.

Conditional Routing

Route approval requests dynamically based on request attributes, requester details, or business rules. Handle exceptions automatically.

Deadline Management

Set approval deadlines with automatic reminders and escalations. Ensure time-sensitive requests get the attention they need.

Request Templates

Create standardised request templates with required fields, attachments, and supporting documentation to ensure complete submissions.

How It Works

Simple Yet Powerful Approvals

1.

Configure Workflow

Define approval chains, set thresholds, configure routing rules, and establish delegation policies for different request types.

2.

Submit Requests

Users submit requests through web or mobile interfaces. Requests are automatically routed to the appropriate approvers with all context.

3.

Review & Approve

Approvers receive notifications, review details, add comments, and approve or reject. The system handles next steps automatically.

PRODUCTS THAT USE THIS CAPABILITY

Products Using Approvals

Operon

Approve quotes, job completions, expense claims, and timesheets for field service operations.

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Wirkolic

Handle client sign-offs, budget approvals, and resource allocation requests across agency workflows.

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Franchex

Manage franchise applications, territory changes, and marketing fund allocations across the network.

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Orderlink

Manage credit applications, large order approvals, and pricing overrides for B2B customers.

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Buildtrack

Manage variation approvals, subcontractor payments, and project budget authorisations on site.

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Propman

Approve maintenance spend, lease changes, and contractor engagements for property portfolios.

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Use Cases

Approval Workflows in Action

Finance

Purchase Approvals

Route purchase requests through appropriate approval chains based on amount, category, and budget availability. Ensure proper authorisation before commitments.

  • Amount-based routing
  • Budget validation
  • Multi-department chains
Sales

Discount Approvals

Manage discount authorisation with tiered approval levels. Track discount patterns, ensure margin protection, and maintain pricing governance.

  • Tiered discount thresholds
  • Margin protection rules
  • Deal desk integration
HR

Time-Off Requests

Handle leave requests with manager approvals, coverage checks, and calendar integration. Support multiple leave types with different policies.

  • Manager chain approvals
  • Coverage validation
  • Calendar sync

Related Capabilities

Workflow Orchestration

Build complex automated workflows with our visual drag-and-drop builder.

Learn More →

Action & Case Management

Track and resolve support tickets, tasks, and action items efficiently.

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Audit Trail & Data Governance

Complete audit trails for compliance and security requirements.

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Ready to Bring Control to Your Approvals?

Talk to our team about implementing structured approval workflows with complete visibility and audit trails.