Approval Chain Review

Trace how purchase, payment, and write-off approvals actually move — and where dual control breaks down in practice.

Team discussing approval documents in a meeting room

Who it is for

Organisations that have grown quickly and suspect approval limits no longer match how work gets done.

Result you receive

A clear map of approval paths versus written limits, with examples of bypasses and recommended threshold adjustments.

Scope

Selected approval workflows such as vendor payments, expense claims, credit notes, and inventory write-offs.

Included

  • Workflow mapping workshops
  • Sample testing of approval evidence
  • Comparison against stated limits
  • Concise findings briefing for management

Not included

  • Continuous monitoring setup
  • Staff disciplinary investigations

How the engagement runs

  1. Select workflows and periods
  2. Map stated vs observed paths
  3. Test samples and document gaps
  4. Brief leadership on findings

Provider

Our approval-controls specialists work alongside your finance operations leads.

Preparation

Organisational charts, approval matrices, and system export of recent transactions.

Constraints

Requires cooperation from at least one process owner per workflow.

Ask about an approval review

Share the policy families or workflows you want examined. We typically reply within two business days.

Contact us