Everyday work
Workflow and approvals
Every financial request on its path, every decision on record
Workflow and approvals
The Workflow and approvals system brings the approval of financial requests into one place: expense claims, custody, purchase requests, beneficiary payments, salary certificates and general financial requests. Each request follows a designed path of stations and conditions, and every decision on it is kept with who made it and when.
Who it is for: For every employee following their requests, for line managers and finance staff on the approval path, and for the workflow owner, executive management and internal audit.
The system in a minute
What it offers
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Awaiting your decision
One inbox, oldest first, to approve, return for completion, or reject with a written reason.
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Path designer
Decision stations with their approver and deadline, conditions, and a signature step with re-authentication, all without code.
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General financial request
Request types with fields the administration designs, supporting files, and the approval journey shown before sending.
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Approval reports
Request volume, approval rate, average decision time and overdue requests for each type.
What sets it apart
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A trace for every decision
The decision log keeps who decided, when and with what note, alongside the signature stamps.
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Requester and approver kept apart
Approvers never see a request they filed themselves, so no one approves their own.
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Resumes, never restarts
A request returned for completion goes back to the same step once corrected.
Some of its pages
- Workflow board
- Awaiting your decision
- Financial request
- My requests
- Awaiting fulfilment
- Signature verification
- Approval paths
- Request types
- Approval reports
Part of the Safwa Portal
This system works inside the Safwa Portal with all its other systems: one sign-in, permissions for every role, and an audit trail for every action.
Is this system right for your organisation?
We show you the whole system and answer your questions, then suggest the portal systems that fit your organisation.
