## Smarter approval workflows for faster, secure payments

Forwardly simplifies accounts payable with advanced approval workflows. Automate approvals, assign roles,
enforce policies, and track every transaction in real time, so your invoices never get stuck and your finance
team stays in control.

## Why Forwardly approval workflows work for your team

#### Custom roles & permissions

Define approvers, assign responsibilities, and maintain separation of duties to reduce
errors and prevent fraud.

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#### Flexible approval policy flows

Create sequential or parallel approval layers that match your company’s structure and
internal policies.

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#### Real-time tracking & notifications

Monitor approval progress, send automated reminders, and approve bills instantly via
dashboard.

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#### Digital approvals anywhere

Replace manual signatures with electronic approvals so teams can approve invoices from
anywhere, anytime.

## Built-in tools to simplify approvals

### Smart & automated routing

Automatically send invoices to the right approvers based on amount, department, or vendor. Configure routing
rules that match your company’s structure and reduce bottlenecks. With automated routing, approvals happen
faster, and no invoice gets lost or delayed.

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### Customizable policies & approval groups

Set up multi-layered approval flows to reflect your team’s structure. Assign specific approvers to dollar
thresholds, or departments. Easily create and manage approval groups, designate responsibilities, and enforce
policies like dual approvals for high-value transactions. This ensures proper internal controls and minimizes
risk of errors or fraud.

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### Real-time tracking & digital approvals

Track the status of every invoice in real time. Send automated reminders, approve or deny bills, and maintain
auditable records effortlessly. Forwardly’s digital approvals replace manual signatures and paper trails,
giving teams complete control anywhere, anytime.

## Frequently asked questions

**What are approval workflows?**  
Approval workflows let businesses control who can approve payments before funds are sent. Forwardly ensures that
every payment follows your internal approval policies, reducing errors and improving financial control. With
custom roles, multi-level approvals, and a full audit log, admins have complete visibility over every
transaction.

**Why should my business use approval workflows?**  
Approval workflows help you stay in control of your payments, prevent mistakes, and stop unauthorized
transactions. Forwardly makes it easy to set clear policies, track approvals, and maintain a clear audit trail
for compliance purposes. The dedicated Approvals tab lets your team focus only on what matters to them, while
historical logs give a complete view of all past actions.

**How do approval workflows work in Forwardly?**  
You can set custom approval policy rules based on payment amount, vendor, or user role. When a payment is
initiated, Forwardly automatically routes it to the right approver(s). Only after a payment has gone through the
full approval policy will the payment be processed. Every action is logged, giving admins a clear audit trail of
who approved what and when. Admins can always bypass a policy in the event of a need for a quick payment.

**Can I have multiple approvers for a single payment?**  
Yes. Forwardly supports multi-step approval policy workflows, so payments can require one or more approvals
depending on your business rules. This ensures higher-value or sensitive payments get the proper oversight.

**Can approval workflows be customized for different roles?**  
Absolutely! Forwardly lets admins set up custom roles, create multi-level approval workflow policies, and
control what each team member can see. That way, everyone only sees what’s relevant to them, approvals stay
organized, and your team works more efficiently; no confusion, no bottlenecks.