The approval route is one of the procurement process's most sensitive and crucial aspects.
It determines the pathway a request must traverse to ensure compliance, accuracy, and accountability.
Properly configuring the approval route is paramount to maintaining financial control, adhering to organizational policies, and preventing unauthorized expenditures.

Procee lets you preconfigure your approval routes with the following:

• Any number of approvers linear, simultaneously, or both
• Add conditional approvers based on expense type, amount, vendor, and many more settings
• Add approvers manually for a specific request in cases you see as fit
• Require the requester to attach extra documents (like vendor quotes)
• Require the requester to fill in extra custom fields for specific expense types, amounts, or vendors
• SLA reports on all approval routes currently ongoing or finished
• Easy mobile approval

One of the core problems in the procurement process is when the finance team keeps getting bills and has to identify the employee who made the request.
Procee will easily identify and let you match the invoice in a matter of seconds to the correct purchase request without any hassle:

• Upload an invoice file and let our built-in OCR auto-type it for you.
• Approval route for the invoices
• Approve invoice for payment only after the entire request amount is matched and approved
• Generate payment requests based on approved invoices and send them to another approval route
• Auto-detect reentering an existing invoice or invoice file.
• Auto-detect when the vendor doesn't match the file uploaded.
• Auto suggest purchase request that can match this invoice.
• Auto calculation of payment date based on payment conditions.
• Proforma-tax invoice matching

• Advanced access control mechanism per user or user group allows you to control who can view what
• Advanced permission mechanism per user or user group allows you to control who can do what
• All requesters can view their budget available per expense type
• Managers can view company/department/branch level real-time budget-execution report
• Budget enforcing - block budget overuse globally/department level/per user or expense type
• Budget request - Users can submit a budget request, which will go through a dedicated approval route and automatically give an extra budget on final approval
• Various numerous policies you can choose from to set an even more strict procurement process

Request->approve->match invoice is the center of the procurement process, but Procee has some extra features that allow you to manage the process in full, including:

• Request for proposal - Send your vendors a list of items, and they will fill in the prices. Next, you can view all of the proposals together and convert one into a standard purchase request
• Vendor portal - Let your vendors log into a limited system and get their invoices straight into Procee
• Get an invoices email inbox so your vendors can mail their invoice files to it, and it will automatically get into the approval route using our OCR
• Vendor onboarding - Let your vendors sign up for your organization and submit all required information and documents themself. The vendor will go through an approval route before being allowed to be used in a standard purchase request