About Approval Flows

Treasury Approval Flows is a tool to automate approval processes while ensuring efficiency and accuracy in managing financial operations.

Flexible Approval Flow Creation

Customize approval flows effortlessly by defining key parameters such as approval flow name, associated module, and choose whether the approval flow is triggered upon the creation of a new item or updates to an existing one. Take full control by specifying the database fields that should trigger the approval flow upon modification.

Advanced Filtering Options

Tailor approval flow to your exact needs with a wide array of filtering options. Specify criteria based on entities, currencies, portfolios, bank accounts, counterparties, cost centers, or even arithmetic values like thresholds (under, over, or equal to a specific amount). Set the active time period to precisely match your operational requirements.

User Selection

Assign the right individuals to the approval flows effortlessly. Ensure that the right people are involved at every step of the process.

Approval flow Sequencing

Maintain control and order in your approval process by determining the sequence in which users participate. Set up approval flows that match your organization's unique hierarchy and decision-making processes.