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- Approval Management System
- Who it's for
- Finance operations teams
Finance operations teams
Finance operations teams need to explain the amount approved and the evidence considered, especially when a request changes after execution. Approval Management System supports that decision record with revision-specific reviews, ordered decisions and operation history. The business request can then be traced into a separately configured accounting or purchasing connection when that is part of the customer's process.
How Approval Management System is set up for you
Amount under review
Request Owner prepares the amount and supporting source document together. The route-resolution workflow retains the requested amount and route version used for the review context.
Independent evidence
Evidence Reviewer records the verification and a review outcome against the selected revision. Returned work carries a reason, letting the preparer answer the actual question before another decision.
Decision responsibility
Approver inspects the eligible step and supporting review before deciding. Approval Coordinator checks the recorded outcome and completed request context during handoff.
Execution investigation
Execution Operator compares the run, numbered steps and any separate attempts. An uncertain destination response needs reconciliation against its existing reference before another action is attempted.
Finance operations teams need to explain the amount approved and the evidence considered, especially when a request changes after execution. Approval Management System supports that decision record with revision-specific reviews, ordered decisions and operation history. The business request can then be traced into a separately configured accounting or purchasing connection when that is part of the customer's process.
Start with an expenditure request that already has a clear policy and a recognizable source document. Rehearse a normal decision, a returned review and a correction after execution. For the corrected case, inspect the preserved prior revision and the successor operation before reviewing the changed amount.
Agree the destination system's responsibility during setup. Its owner confirms the business result using a receipt or source reference that the operator can inspect. The request's approval state and the destination outcome should each have an explanation. Include a timeout in the rehearsal so that the team practices investigating uncertainty before repeating the action.
Review open follow-up at the end of the pilot. Each unresolved item needs an assignee and a due date; each completed item needs a recorded resolution that the coordinator can relate to its original request.
[Inspect execution history](/approval-management-system/modules/execution-tracking) and [agree connections](/approval-management-system/integrations).
Features to start with
Roles on the team
- Request Owner
- Prepares assigned requests and supporting documents, then follows their review and correction history.
- Approval Coordinator
- Maintains route context, monitors due requests and assigns exception follow-up within the agreed organization scope.
- Approver
- Decides the assigned eligible step of a request after inspecting its revision and evidence.
- Evidence Reviewer
- Verifies supporting documents and records independent review outcomes against the selected request revision.
- Execution Operator
- Investigates operation outcomes and completes assigned execution follow-up while preserving original receipts.
Set up Approval Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.