As a business grows, the owner cannot approve every purchase personally, but letting anyone spend freely is not an option either. Approval workflows give you control without becoming the bottleneck.
What to put behind an approval
- Purchase orders above a set amount.
- Expenses and petty cash.
- Supplier payments.
- Price changes and credit limit changes.
How it works in cBiZ
Purchases and expenses are approved before they post, and multi-level approvals can be set up for larger amounts. Approvers act from the web or their phone, and every approval is recorded in the audit trail.
Keep it fast
- Set thresholds so small items flow through.
- Name a backup approver for when someone is away.
- Review approval times monthly: slow approvals cost money too.
Ready to see it in your business? Start a 30-day free trial of cBiZ, with no credit card and nothing to install, or talk to our team: call 0751 650 020, WhatsApp +254 751 650 020 or email sales@cybcorp.tech.
