Configurable Approvals & Workflows
Protect margins and enforce accountability across every transaction.
Prevent unauthorized spending, margin erosion, and policy bypasses. Accurafin provides a flexible rules engine that triggers multi-tier approval chains based on document totals, margin thresholds, or branch hierarchy before any document can be posted.
Enforce Business Policies Systematically
Replace informal WhatsApp and email approval chaos with formal, auditable system workflows.
Tiered Purchase Order Limits
Establish spending limits per role. A procurement officer can approve orders up to $5,000, department head up to $25,000, while larger commitments route to the CFO.
Quotation Discount Ceilings
Protect commercial profitability. Sales reps can grant up to 5% discount autonomously. Discounts between 5% and 15% route to Sales Manager; beyond 15% requires Director sign-off.
Credit Limit Breach Approvals
If a customer has overdue invoices or exceeds their sanctioned credit limit, sales order creation is automatically locked pending Finance Controller review and exception approval.
One-Click Approval Actions
Designated approvers can review line items, supplier history, and attached documentation to approve or reject with comments directly within the interface.
Multi-Branch Routing
Route approvals based on physical branch origin. A store requisition routes to the branch manager first, then to regional procurement only if inter-branch transfer is required.
Permanent Digital Audit Trail
Every approval, rejection, comment, and timestamp is immutably recorded alongside the document, providing transparent proof for external auditors.
Visual Approval Chains Adapt to Your Org Structure
Configure sequential or parallel approval logic without touching code. Define criteria using custom parameters:
- Total Value Criteria: Route orders based on net invoice or PO amount.
- Gross Margin Thresholds: Trigger escalation if gross margin drops below 18%.
- Payment Terms: Require finance approval whenever payment terms exceed 60 days net.
Put robust controls around your business transactions
Schedule a personalized demonstration showing live workflow configurations and audit trails.