Workflows & Processes
Flexible, configurable approval workflows that automatically route transactions based on amount, department, and organizational rules.
Supported Workflow Types
Purchase Workflows
Vendor purchase approval with amount-based routing and account allocation
Reimbursement Workflows
Employee and contractor expense reimbursement approval
Recurring Payment Workflows
Subscription and scheduled payment approval with limits
Payment Processing Workflows
Batch and milestone-based payment approval and processing
Multi-Document Workflows
Complex workflows combining multiple document types and sequences
Approval Routing Logic
Standard Routing
- •System matches request to configured workflow rules
- •Approval chain created based on amount, department, or category
- •First approver is notified immediately
- •All subsequent approvers are created but inactive until previous step completes
Escalation Rules
- •When amount exceeds approval limit, request escalates to next level
- •Multiple levels can be configured with different thresholds
- •Concurrent approvers can be set up for parallel approval paths
- •Escalation rules can include additional reviewers based on criteria
Exception Handling
- •Self-approval detection automatically escalates or flags request
- •Unavailable approvers trigger fallback routing
- •Department or category-specific rules override defaults
- •Manual routing available for special cases
Workflow Features
Configurable Approval Levels
Define unlimited approval levels per workflow
Amount-Based Escalation
Automatic routing based on transaction amount thresholds
Multi-Approver Support
Sequential and parallel approval paths
Dynamic Routing
Route by department, requester group, or category
Status Tracking
Real-time visibility into approval progress
Fallback Logic
Automatic reassignment when primary approver unavailable
Draft & Auto-Cleanup
Users can save in-progress requests as named Drafts and resume them later. When a draft request is successfully submitted, the draft record is automatically deleted to avoid confusion and duplicate records.
Save & Resume
Drafts stored in PurchaseRequestDraft entity
AI-Assisted Drafts
Power PR creates drafts with pre-extracted line items
Automatic Cleanup
Draft automatically deleted on successful submission