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| Policy and Approval Flows



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Manage expenses effectively, maintain compliance, and optimize the approval processes

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Traditionally, policies were paper-based. They had to be reviewed and approved manually by different stakeholders.
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With EnKash, policies can be created on the platform as per the company's requirements and can be viewed easily on the dashboard.


policies and approvals seamlessly

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Customizable Policies

Set up your policies for multiple departments/ grades based on expense categories and limits, selecting monthly/yearly frequency

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Seamless Linking

Link policies to approval flow without any hassle and avoid rework in creating approval processes

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Flexible Approval Flow

Create auto-approval, single-level approval, or multi-level approval flows and use them across policies

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Default Approval Flow

Apply default approval flow according to user roles if no approval flow is created

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Managers can approve the expenses in bulk at the same time

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Real-Time Alerts

Real-time alerts for expense policy violations, enabling businesses to enforce compliance and reduce the risk of fraud

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Got Questions?

Don't worry! Our FAQs section will help you learn about approvals in detail

What are approval workflows?

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An approval workflow is an employee's systematic path to reviewing and authorizing expenses. It's the cornerstone of controlling spends, ensuring compliance, and promoting timely payments within an organization.

What do approvals mean in expense management?

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In essence, these approvals entail the systematic review and authorization of business expenses before they are incurred. When employees make a company-related expense, they can request approval, which is assessed by a designated manager or supervisor. This process ensures that expenses align with company policies and budgetary constraints.

Why does my business need the approvals feature?

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The approvals feature is indispensable for businesses seeking to control spends, ensure compliance, enhance visibility, streamline processes, and maintain oversight over critical financial decisions. It is a robust mechanism to allocate financial resources judiciously, maintaining budgetary constraints and preventing overspending.

How does the approvals feature help with audits?

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The approvals feature is pivotal in audits, providing a transparent and meticulously documented record of expense approvals. It aids in creating a comprehensive audit trail that traces the entire approval process, simplifying audits and enhancing their effectiveness and thoroughness. OfEx integrates with this audit-enhancing feature, providing a structured and traceable approval workflow.

What are the consequences of not implementing an approval matrix?

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Businesses without a structured matrix may incur uncontrolled and potentially wasteful expenditures, resulting in confusion, delays, and mismanagement of expenses, amplifying inefficiencies and hindering financial control. However, OfEx’s policy and approval flow module can help businesses avoid these adverse consequences by implementing a well-defined approvals matrix.

How will approvals help control spends?

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Approvals help control expenses by setting spending limits. Approvals safeguard against unnecessary or excessive spending and ensure expenses remain within policy-defined budgets. Approvals provide transparency essential in identifying cost-saving opportunities, encouraging responsible spending, and promoting an organization's financial well-being.

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Seeking further understanding of policy and approval flow?

Policy and approval flow is a fundamental component of modern business operations, ensuring a well-structured and efficient approach to managing expenses and financial decisions.

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What are the benefits of using approval workflows?

Approval workflows offer many benefits, like:

  • The workflows improve control over expenses and bring transparency across the organization
  • Help in preventing resource misuse and promote adherence to policies and regulations
  • Provides structured and well-documented processes, which prove invaluable during audits
  • Is customizable, automates processes, and ensures compliance while facilitating timely payments

What are the types of approval workflows?

Approval workflows come in various types, including single-level approvals, multi-level approvals, hierarchical approvals, and auto-approvals.

  • Auto-approval: This allows you to get approval without intervention—for example, leadership expenses
  • Single or multi-level approval: This flow requires one or more approvers to approve or reject the department's expense
  • Hierarchical approval: You can set this approval flow to add submitters, managers, and another admin

What are the policy and approval process steps?

These are the steps involved in the policy and approval process:

  1. Create a policy with the details required and select the category for the policy
  2. Select the range of employee grades along with the amount limit and frequency
  3. As and when an employee creates an expense, the system will cross-check with the policy created
  4. After policy creation, approval flow needs to be set and linked to the policy
  5. If you do not set the approval flow, default approval will be applicable

Why is approval workflow important?

The primary reason is that they serve as a linchpin for organizations seeking efficient control, compliance, and financial accountability. Their importance lies in enabling businesses to curb unnecessary expenditures, ensuring that spending remains within defined limits and complies with company policies and regulations.