Multi-level approval
Secure approval processes for accountants and clients
Approving documents and items often requires several people (accountant, manager, client). TAXY's multi-level approval feature lets you build a complete workflow: who approves, in what order and under what conditions. This ensures important transactions pass reliable checks while keeping a clear audit trail.
Standardised processes and a lower risk of errors
Audit records of who approved what and when
Flexibility in defining approval levels
How does multi-level approval work?
upload
krok 1
A document is uploaded for approvalperson_check
krok 2
The system notifies the first approvergroups
krok 3
After approval, the document moves to the next person in the chaindata_check
krok 4
All approvals are recordedorder_approve
krok 5
The approved document is posted automaticallyWhat this feature brings you
Modern approval processes bring security, transparency and efficiency.
Configurable rules
Tailor the approval order to the needs of your practice, document type or client.
Mobile approval
Approvers confirm or return an item conveniently from their phone.
Audit records of decisions
Every decision is recorded, including the time, the person and a note.
Multi-level approval
Multi-level approval without confusion or delays
TAXY lets you set up the approval process to match your company structure exactly — from assistant to owner. Clients approve invoices conveniently from mobile or web, and every day they get an overview of new and resolved documents. Flexible multi-level approval eliminates delays and ensures full control over payments.
The traditional approach vs. working with TAXY
How approval processes change with digitalisation
Manual processes
Paper documents and signatures
Waiting for in-person meetings
Lost documents and no visibility
No control over the process
Slow, inefficient decision-making
Approvals in TAXY
Digital approval from anywhere
Instant reminders
Complete records and overviews
Automatic tracking
Fast, transparent decision-making
Start with secure approval processes
Implement a transparent, efficient approval workflow that protects your business and speeds up decisions.