Nothing big goes through on one person’s say-so
Write a rule such as “bills over ₦100,000 need the finance manager and a director”. Matching items wait for those people, and the system will not let anyone approve their own.
Free to use. No card needed.
Bill BILL-0043 · Zenith Power Ltd
₦142,500.00 · Bills over ₦100,000 need two approvals
- Requested by Ngozi (accountant)9 Oct, 9:12 am
- Finance managerApproved 9 Oct, 10:40 am
- DirectorWaiting
Illustration with sample data.
How it works
- 1
Write the rule
Pick the kind of document, the amount range, and the people or roles who approve, one step after another.
- 2
Work as usual
When someone saves a document that matches, it goes to approval instead of being posted.
- 3
Approve from your inbox
Approvers see what is waiting for them, with what it is for. They approve or reject, and the result applies at once.
What you get
- Rules by type and amount
- Journal entries, bills, supplier credits, payment batches, payment vouchers, expense claims, credit notes, write-offs, requisitions, purchase orders, budget moves, asset disposals, payroll runs and reopening a closed period.
- More than one step
- Ask for two or three approvals in order, each from a named person or a role.
- Delegation
- When someone is away, hand their approvals to another person for a time.
- Not your own
- You cannot approve what you asked for yourself.
- An inbox
- Waiting for me, and sent by me, with the history of each request.
- A record
- Who asked, who approved, when, and the reason given for a rejection are kept with the document.
Common questions
Are approvals on by default?
No. Nothing needs approval until you write a rule.
Does a request escalate if nobody answers?
Not yet. There are no timers. Use delegation when someone is away.
Can approvers answer by email?
Not yet. They answer in KudiBooks.
Related features
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