Every purchase order approved by the right people.
Set approval levels per budget or department, with a spending limit for each approver. Expeni sends each PO to the right person, and approvers decide from the email.
How an approval works in Expeni
- A PO is raisedThe requester picks the budget. Its approval route decides who needs to approve.
- Level 1 approvesThe first approver gets an email and approves within their own limit.
- Larger orders go higherIf the total is above that limit, the PO moves to the next level, for example the finance director.
- ApprovedThe PO counts as approved spend on its budget and can go to the vendor as a PDF.
Approval rules that fit how you work
Simple to set up for a small team, with the controls finance needs as you grow.
Routes per budget or department
Each budget or department has its own approval levels and approvers.
A limit for each approver
Approvers sign off up to their own limit. Above it, the PO goes to the next level.
All approvers, or only some
At each level, choose whether everyone must approve, or only some of them.
An extra approver when needed
Add an approver to a single PO, for example IT for a hardware order.
Segregation of duties
Stop requesters approving their own POs, and limit overrides to the users you choose.
A log of every decision
Who approved, denied or overrode each PO, and when. The PO PDF can show the approvers.
Questions about approvals
Can approvers approve from their phone?
Yes. Approvers get an email for each purchase order with its details, and can approve or deny it from any device with a browser.
Can different budgets have different approvers?
Yes. Each budget or department can have its own approval route, with its own levels, approvers and limits.
Can a PO be edited while it is waiting for approval?
You decide in the settings whether a pending PO can be edited without going through approval again. The action log shows every change and every decision.
What if an approver is away?
Users with the approval override role, for example the finance director, can approve an urgent PO. The override is recorded in the action log.
Set up your approval routes in an afternoon
Start a 14-day free trial, or book a demo and we'll set them up with you.