Invoice Approval Matrix Template
Who approves what, at every dollar amount, with delegation rules and special cases.
• Automate faster • Collaborate better
• Pay with confidence
Every AP bottleneck traces back to the same question: who is allowed to approve this invoice? This template answers it permanently.
It is a five-tier approval matrix with example thresholds, seven special-case rules covering capex, new vendors, related parties and urgent payments, a delegation-of-authority log, and a system-enforcement checklist. The matrix becomes routing logic in your ERP or AP system, not shelf-ware.
IN THIS TEMPLATE
Five example tiers with required approvers, backups and approval SLAs, set from your own invoice data
Seven special approval categories a plain dollar matrix misses
Approval rules that close the loopholes: no self-approval, no invoice splitting, no verbal approvals
A delegation-of-authority log so approvals survive vacations
A six-point checklist for enforcing the same tiers in your system, with test scenarios
FAST FACTS
5 example tiers with SLAs and named backups
7 special approval categories, from capex to urgent payments
60-70% of invoice count Tier 1 should absorb; the tiering rule is inside
Give every invoice one answer to the question of who approves it. Complete the form and we’ll send the PDF.
