Approval Workflow Builder
Design custom approval workflows with thresholds and levels.
Workflow Summary
Designing Effective Approval Workflows
An effective approval workflow balances control with efficiency. Too many approval levels slow down operations and frustrate employees. Too few, and you risk unauthorized spending. Best practices include: setting clear thresholds based on expense value, routing by department for better context, using auto-approval for small amounts, and implementing digital workflows to eliminate bottlenecks. Most businesses need 2-3 approval levels for optimal balance.
Frequently Asked Questions
What is an approval workflow?
An approval workflow defines who needs to approve an expense based on the amount, department, or category.
How many approval levels can I add?
You can add as many levels as needed. Most businesses use 2-4 levels depending on their size.
Can I set different thresholds per level?
Yes, each approval level has its own minimum and maximum amount range.
Automate Your Approvals
PettyCash routes expenses to the right approver automatically based on your custom workflow rules.
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