Spend Approvals

Enterprise spend request and approval workflow system implementing delegation of authority (DoA) rules for financial governance and compliance.

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The Financial Governance Challenge

Organizations struggle with manual spend approval processes that rely on email chains and spreadsheets. Requests get lost, approval routing is unclear, and compliance with delegation of authority (DoA) rules is difficult to enforce. Finance teams lack visibility into pending approvals, bottlenecks, and spending patterns.

This platform automates the entire workflow, ensuring compliance with DoA rules while reducing approval cycle times and providing complete audit trails for financial governance.

Request Creation Wizard
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Intuitive Request Wizard

Multi-step guided wizard makes creating spend requests simple and error-free. Enter details, justification, and attachments with real-time validation. The approval preview sidebar shows exactly who will review your request and estimated approval time based on historical data.

  • ✓ Step-by-step guided process
  • ✓ Real-time approval preview
  • ✓ Save drafts functionality
Approval Dashboard
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Approval Dashboard

Clean, organized dashboard showing approvals waiting for you and requests you've submitted. Each request card displays amount, category, status (In Approval, Approved, Returned for Changes), and submission date. One-click access to review and approve requests.

  • ✓ Personalized approval queue
  • ✓ Status tracking for submissions
  • ✓ Quick action buttons
Analytics Dashboard
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Comprehensive Analytics

Gain insights into approval metrics, cycle times, and spending patterns. Track total requests, approval rates, average approval time, and total value. Identify bottlenecks in the approval process and see top approvers. Category breakdowns help with budget planning.

  • ✓ KPI tracking (156 requests, 91% approved)
  • ✓ Bottleneck analysis
  • ✓ Category-wise spending

Enterprise-Grade Features

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Automated Routing

Intelligent approval routing based on DoA matrix rules considering amount, category, and organizational structure.

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Notification System

Automated notifications to approvers with email and in-app alerts for pending approvals and status changes.

⚙️

DoA Rule Engine

Flexible admin panel for configuring delegation of authority rules with role-based approval thresholds.

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PDF Generation

Automatic generation of approval documentation with digital signatures and audit trail for compliance.

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Complete Audit Trail

Full history of all actions, approvals, rejections, and modifications for regulatory compliance.

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Role-Based Access

Secure access control ensuring users only see requests and approvals relevant to their role.