Amount and ownership
Use threshold-based rules and department responsibility to determine who needs to review.
Business approvals
The right decision. With the record behind it.
Bring the payment, supporting documents and approval requirements into the same review. Give decision makers the context they need before company money moves.
payment review
Review the whole payment, not an isolated amount.
See the beneficiary, invoice, funding account and approval state together. Resolve missing information before giving a payment the next approval.
Payment workflowpolicy
Match authority to responsibility.
Approval rules cover more than the person who clicks send.
Independent review
Apply two-person approval where required by the company’s policy.
Sensitive changes
Keep beneficiary changes, card issuance, limit changes and capital drawdowns inside the relevant approval process.
decision record
Make every handoff understandable.
The next reviewer should know what happened and what remains.
Prepare
Attach the evidence, beneficiary and funding details to the proposed action.
Review
Check the request against the applicable policy and permissions.
Resolve
Approve, decline or return the request for clarification, with its decision recorded.
No. Approval, release and settlement are different stages. Follow the payment’s subsequent status to confirm the outcome.
Approval authority follows the company’s roles and policy. Configure the appropriate separation of preparation and approval.
No. A prepared Agent proposal remains subject to the relevant permissions and human review.
Make your approval policy practical.
Bring the decisions, thresholds and responsibilities your team needs to manage.