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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.

4Default approval policies

Platform depth

Capabilities

01

Auto-approve for routine claims

Claims under your configured threshold auto-approve instantly — removing manager bottlenecks for small, routine expenses.

02

Role-based approval routing

Route claims to managers, directors, or admins based on amount ranges, expense categories, and employee bands.

03

Multi-level approval chains

High-value claims require sequential approval from multiple roles. Each step must complete before the next approver is notified.

04

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 and web validation before supported submissions
  • 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 avoidable approval follow-ups and missing context
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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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