Approvals happen on a reply-all, with the cost somewhere further down.
For finance and budget holders
No spend without the right signature.
Requests arrive priced from stock, with the department budget in front of the approver. Over your threshold, a second signature is required before anything moves.
Today
What it looks like now
01
02
Delegation limits are written policy, not an actual control.
03
Spend is charged to budgets after the fact, by hand.
What changes
What you get, and where it shows up
Delegation of authority, enforced
Set the value above which a counter-signature is needed. Only named approvers can decide, and the process will not skip one.
More on thisProof behind every approval
Cost, approvers, decisions and reasons for rejection sit on an append-only record, ready for the auditor.
More on thisBudgets charged as you approve
An approved request deducts stock and charges the department budget in the same process. Spend to date is always current.
More on thisWhich services
4 of 9Where you work in it
Spend RequestsOperations
The budget checked when a request is raised and committed the moment it is approved, under a lock on the budget line.
Asset RequisitionsOperationsA second signature above your threshold, and the department budget charged once it is signed off.
Media BookingsAdvertisingFor an agency: you record each media owner’s invoice, a variance outside tolerance is decided by the buyer rather than by whoever entered it, and each client bill is worked out to the cent with VAT.
Quotes and OrdersSalesAn order value that is the sum of what was agreed, variations included.
Keep exploring
Where to next
Try the Spend Requests rule
The rule the service runs, in your browser. No form, no call.
Stop chasing approvals. Start running the process.You own a process that lives in inboxes, spreadsheets and corridor reminders. Koldheim gives it a shape everyone follows, and shows you where every request is.
Know what you own, and what it is about to need.Tag, serial, warranty, condition, who holds it and where it is, on one register. Servicing raises its own task before it is due, and the work that follows sits on a board.
Know which version they accepted.A quote is revised until it is accepted and every version is kept. Acceptance creates the order the job and its costs hang off, and the work that follows moves across a board.
Booked as approved, run as booked.One booking order per media owner, made from the approved plan. Owners confirm by link with their reference, you record proof of flight and make-goods, and an invoice outside tolerance waits for your decision.