Part D - Approvals

The right approver, the first time.

Approval routes follow your org chart and your rules: by team, by amount, by category. Managers approve from phone or email in a few taps, and claims never sit in someone’s inbox for weeks.

Multi-level routesApprove by emailDelegationSLA reminders
Approval route · Field Sales South SLA 48 h
Submitted by Arjun M.Claim C-4430 · ₹18,640 · 9 receiptsMon 10:12
Area manager · approvedRule: every claimMon 15:40
Regional head · waitingRule: above ₹15,000 Reminded
Finance checkRule: travel categoryNext
Capabilities

Routes that match how your company actually works

Rule-based routes

Add levels by amount, category, team, project or cost centre. Different routes for different entities.

Approve anywhere

Approve from the mobile app or straight from the email, with flags and receipts shown inline.

Delegation

Approvers on leave hand over to a colleague for a date range. Nothing waits for them to return.

Reminders and SLAs

Gentle reminders before the SLA runs out, then escalation to the next level if set.

Separation of duties

No one approves their own claim, and finance checks can be required above any amount.

Full audit trail

Every approval, edit, comment and reminder recorded with time and person.

How it works

How a claim finds its approvers

Submit

Employee submits. The route is chosen by your rules.

Manager

Direct manager reviews flagged lines first.

Escalate

Higher levels join only when the rule says so.

Finance

Final check, then the claim joins the next payout batch.

In detail

Rules you can build

Routes are built from simple conditions. Finance can change them at any time and new claims follow the new route.

By amount
Extra levels above any amount, per claim or per line
By category
For example, airfare always to the travel desk
By team
Different routes for sales, service and branch offices
By project
Project owner approval for project-coded expenses
Delegation
Date-bound handover with full history
Escalation
Automatic move to the next level after the SLA
Questions

About Approval Flow

More questions about how it fits your policy? Our team will walk you through it.

Can managers approve without logging in?
Yes. Approval emails include the claim summary, flags and receipts, with secure one-time approve and query links.
Can we import our org chart?
Yes. Import reporting lines from a spreadsheet or your HR system. Routes update when people change teams.
Are advances approved the same way?
Yes. Advance requests follow their own routes and are tracked in the Advance Ledger.
Signed and paid

One claim left on the desk. Yours.

Recreate your approval chain in the trial in under an hour. Every employee and every module are included for 30 days, and you owe nothing if it does not fit.

Claim C-0001Category: TrialPeriod: 30 days
AI receipt reading, any language$0.00
Policy checks on every claim$0.00
Approval routes and reminders$0.00
Payout batches and bank files$0.00
Amount due to start$0.00