Configure how the platform behaves — approval graphs, budgets, roles and branding, plus order numbering, default terms, taxes, currencies and required fields per entity.
Product screenshots shown with sample data. Live walkthroughs are available on a demo call.
Workflows & Approvers
SettingsBusiness & Enterprise
Build visual approval flows by amount, category, department or entity — no code. Every transaction inherits the graph in force when it was submitted.
Visual approval graphs by amount, category or department
Parallel and sequential approver steps
Delegation and out-of-office fallbacks
Versioned rules so history stays reproducible
Applies to requests, orders, invoices and surplus alike
Budgets
SettingsAll plans
Define budgets by category, department or project and monitor consumption in real time. Alerts fire before limits are exceeded so finance and procurement act early.
