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Approval matrix

Build a draft of your existing or proposed policy. Thresholds and roles below are illustrative inputs, not a recommended business policy.

Local calculation · no sign-up

Your inputs

Illustrative inputs
Use the same currency for all amounts.
Use the amount basis your policy defines.
Above tier 2 with two caps; up to tier 3 with three caps.

YOUR CALCULATION

Route for review: Department head.

Amount tested
$5,000.00
Configured review tier
2
Assigned role
Department head
Up to and including 500 USDTeam lead
Over 500, up to and including 5,000 USDDepartment head
Over 5,000 USDFinance approver
  • Every cap includes equality: an amount exactly at a cap uses that cap’s role. Amounts above the final cap use the final escalation role.
  • This is the policy you entered, not a recommended or universal approval policy. Use one currency and a consistent amount basis, including or excluding tax as your policy requires.
  • The tool assigns one review role. It does not approve spending, replace segregation-of-duties controls or grant a person system permissions.

The formula

Test caps from lowest to highest. An amount ≤ a cap uses that cap’s role. An amount above the final cap uses the final escalation role. All caps must increase strictly.

Keep approval decisions with the right people

Example PNGReview routing only. This does not approve spending.