Gated actions
Invoice write-offs, settlement offers, workflow actions, and agent proposals can each require approval.
Approvals
Approval policies decide which actions need a person to agree before they happen. Write off an invoice, agree a settlement, let an agent act — each can be gated, routed through an ordered chain, and recorded.
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approval request
2 steps
$5K threshold | Sensitive actions wait for the sign-off the policy requires.
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Per action
Gate specific actions, not everything
Threshold
Small amounts proceed; large ones wait
Ordered
Route through several approvers in sequence
Control usually means slowing everyone down
Teams either give everyone the power to write off an invoice, or route every action through one person. The first is a risk. The second becomes the bottleneck the team works around.
Irreversible
A write-off or settlement is hard to undo
Uneven
A $50 adjustment and a $50,000 one get the same treatment
Undocumented
Verbal sign-off leaves nothing to point at later
How approval request works
Teams either give everyone the power to write off an invoice, or route every action through one person. The first is a risk. The second becomes the bottleneck the team works around.
01
Write the policy
Pick the action to gate, set an amount threshold if one applies, and name the approvers in the order they should see it.
02
The action waits
When someone or an agent triggers a gated action above the threshold, it is held and routed to the first approver instead of running.
03
The decision is recorded
Each approver's decision advances or stops the chain, and the outcome is written to the audit log with who decided and when.
How the controls work
Approvals are part of the workflow, not a separate governance tool.
Amount thresholds
Set a value and currency so routine amounts proceed and only material ones need review.
Approval chains
Route a request through several people in order. Each step must clear before the next one opens.
Agent proposals
Treat agent-proposed actions like any other gated action, so automation cannot outrun your controls.
Undo window
Auto-approved actions record a deadline during which the decision can still be reversed.
Audit trail
Every request, decision, and expiry is recorded against the resource it affected.
Where this shows up in the week
Write-offs above a limit
Let a collector clear small balances, and send anything over your threshold to the controller.
Settlements and payment plans
Require sign-off before the team agrees to accept less than the full balance.
Turning on autopilot safely
Let agents act on routine work while every action above your limit still waits for a person.
Decide what needs a second pair of eyes
Set thresholds and approval chains so the team moves quickly on small things and carefully on large ones.