Approval Engine
Four-tier approval workflows with complete audit trails
Configurable approval policies with auto-approve thresholds, single-level manager approval, director approval, and multi-level chains. Every decision logged with approver identity, timestamp, IP address, and user agent.
Capabilities
Auto-approve for routine claims
Claims under your configured threshold auto-approve instantly — removing manager bottlenecks for small, routine expenses.
Role-based approval routing
Route claims to managers, directors, or admins based on amount ranges, expense categories, and employee bands.
Multi-level approval chains
High-value claims require sequential approval from multiple roles. Each step must complete before the next approver is notified.
Complete approval history
approval_history table records every decision with approver, timestamp, IP address, and user agent for compliance audits.
Technical architecture
- approval_policies and approval_steps tables with condition-based routing
- Four default policies: auto-approve, manager, director, multi-level
- Mobile pre-check via POST /api/mobile/approval/check before submission
- Threshold-based routing configurable per organization in USD
- Rejection at any step terminates workflow with full audit record
Business outcomes
- Eliminate email chains and spreadsheet approval tracking
- Enforce segregation of duties for high-value claims
- Provide auditors with complete decision trails
- Reduce average approval cycle time by 60%+
FAQ
Approval Engine questions
Scootee supports auto-approve (below threshold), single-level manager approval, director approval, and multi-level sequential approval chains. Each organization configures policies matching their finance requirements.
Yes. Approval policies support conditions based on amount ranges, expense categories, and employee bands — allowing different rules for executives versus field staff.
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