10/23/2026
An approver opens an invoice and sees a number and a company name. To say yes, they need the contract, proof the thing arrived, the budget line it comes out of, and a check that nobody paid it last month. Approval software sends them one of those four things.
Our new guide covers how to build an approval matrix from your own invoice data, where segregation of duties lands when your finance team is four people, and which steps should never be auto-approved.
How to design an invoice approval workflow that holds: matrix tiers, segregation of duties, exception routing, and which invoices should never be auto-approved.