In ApprovalSoft®, the approval steps are user defined. Suggested steps for certain document types are provided with the software. You can use or modify these steps as you like.
Part of defining the approval process will be to define who can approve what. The various “Approval steps” are created relative to specific data elements of the transaction. Rules are then established to define who has the authority to approve each step. By establishing these “Rules”, the system will determine who will be authorized to provide the necessary approval. For instance, if Bob can approve invoices up to $5,000.00 and John can approve invoices up to $10,000.00, then Bob will not even see transactions having a total amount greater than $5,000.00.