CalibreWritten once by you. Enforced on every invoice.
Set your approval policy the way your organisation works: by amount, vendor, cost centre or GL account, with an ordered chain of approvers and a limit for each. Calibre routes every invoice through it and holds anything the policy cannot place.
An example approval policy
Segregation of duties
Whoever uploaded or corrected an invoice cannot approve it.
Approval limits
Each approver has a ceiling. Above it, the chain continues.
Delegation
Hand approvals to a colleague for a set period, capped at an amount.
Nothing approved by default
An invoice with no eligible approver is held, never waved through.
The controls your auditors ask about.
- i
Rules that fit
Route by amount, vendor, cost centre or GL account, to an ordered chain of approvers.
- ii
Limits
Every approver has a ceiling; above it, the chain continues to the next.
- iii
Separation
Whoever uploaded or corrected an invoice can never approve it.
- iv
Delegation
Time-boxed and capped at an amount, with every delegated approval recorded.
Approvers act from their desk or their phone, with the invoice, its evidence and the reason it reached them on one screen. Small invoices that pass every check can clear without an approver at all, below an amount you set.
Approval questions
Can we route invoices by amount, vendor or cost centre?
Yes. Approval policies route invoices by amount, vendor, cost centre or GL account to an ordered chain of approvers, each with their own approval limit.
Can the person who uploaded an invoice approve it?
No. Segregation of duties is enforced: whoever uploaded or corrected an invoice cannot approve it.
What happens when an approver is away?
They delegate their approvals to a colleague for a set period, capped at an amount they choose. Every delegated approval is recorded.
See it on your own invoices.
Send us a month of invoices. We replay them against your ERP’s records and show you, vendor by vendor, what Calibre would have cleared, and why the rest would have gone to a person.