Guides ยท Business

Budget Approval Workflow Basics

Standardize budget approvals

A good budget approval flow defines thresholds and approvers, required evidence (quotes, ROI), timelines, and tracking so requests move predictably and audit trails are clear.

Set Rules

Thresholds and approvers by amount/category.

Require Evidence

Quotes, ROI, and business cases; standard forms.

Track

Log decisions and timelines; provide status visibility.

Related Terms