Approval workflows that keep revenue moving without losing control
Governed approval workflows across quotes, POs, bills, and expenses, with role-based routing and an immutable audit trail.
Approval workflows that keep revenue moving without losing control
Approvals live in DMs, email threads, and spreadsheet cells — until a deal slips or an invoice goes out without sign-off. Sanka turns approvals into a governed workflow: configurable thresholds, role-based routing, parallel or sequential chains, and an audit trail your CFO and auditors can actually read.
Route discounts, POs, bills, and journal entries based on amount, category, or customer — no manual chasing.
Model real approval hierarchies: manager then finance, or legal and finance in parallel, with clear escalations.
Every approval, reject, and comment is timestamped and attached to the record — no spreadsheet reconstruction.
What you can approve in Sanka
Approvals are a cross-module control surface. Apply the same engine to quotes, purchase orders, bills, expenses, and subscription changes.
- Quotes and discounts over threshold
- Purchase orders by vendor, category, or amount
- Accounts payable bills before disbursement
- Expense reports and reimbursements
- Subscription changes, credits, refunds
| Approval risk | What it causes | What to standardize |
|---|---|---|
| Out-of-policy discounts | Margin loss | Discount thresholds + CFO escalation |
| Unreviewed bills | Fraud and overpayment | Bill approval by vendor and amount |
| Side-agreement terms | Revenue recognition errors | Term templates + legal review |
| Off-book expenses | Compliance exposure | Category rules + manager approval |
Make sign-off a property of the record
- Approval state is stored on the record (not in a separate tool)
- CRM and accounting systems see the same approved state
- Reviewers act from their inbox, Slack, or the record directly
Governance patterns teams re-use
Approval workflows are not one-size-fits-all. These patterns show up across most RevOps and finance teams.
Small amounts auto-approve; mid-range routes to manager; large amounts require CFO and legal.
Out-of-office rules forward approvals so nothing stalls during vacations or quarter-end.
Route net-new customers through legal; route existing customers through standard finance review.
Controls your auditors can verify
Auditors care about who approved what, when, and why. Sanka makes that trail a first-class object, not a log file.
Prevent the same user from submitting and approving the same record, with role-based guardrails.
Approval history cannot be edited retroactively — version changes create new entries, not overwrites.
Export approval trails as PDF or CSV for SOX, J-SOX, and external audit requests without engineering work.