Workflows
Approval Workflows
Route expenses to the right approver based on amount, category, or vendor. Multi-level chains and auto-approve rules included.
How approval routing works
Every expense that passes AI categorization and policy checks enters your approval workflow. SKOOR routes it to the correct approver based on rules you define. You can route by dollar amount (expenses over $500 go to the CFO), by category (travel expenses go to the travel manager), or by vendor (all AWS charges go to the engineering lead). Rules are evaluated in priority order, and the first matching rule determines the routing.
Multi-level approvals
For high-value or sensitive expenses, configure multi-level approval chains. A $2,000 equipment purchase might require manager approval first, then finance approval second. Each level must approve before the expense moves to the next. If any approver rejects, the expense is returned to the submitter with the rejection reason. You can create sequential chains (A then B) or parallel chains (A and B simultaneously).
Auto-approve rules
Not every expense needs human review. Configure auto-approve rules for low-risk transactions: expenses under $50, purchases from pre-approved vendors, or transactions with high AI confidence scores. Auto-approved expenses skip the approval queue entirely and go straight to your books. This reduces the approval burden on managers while maintaining policy compliance for higher-risk spending.
Escalation and delegation
If an approver does not act within a configurable time window (default: 48 hours), the expense escalates to the next person in the chain or to the account admin. Approvers can also delegate their approval authority to a colleague when they are out of the office. Delegation is time-bound and logged for audit purposes. The SKOOR AI agent tracks approval cycle times and flags bottlenecks in your workflow.