Approval policies
Monite's clients needed to control who approves which payable document. I designed a rule builder that works for a small business and an international corporation alike.
The problem
Approving incoming invoices is one of the most painful parts of accounts payable. In a small company the owner receives, checks and pays every invoice. In a company of 100+ people, invoices and expense reports arrive through many managers, and someone has to decide who signs off on what.
Research first
Before drawing anything I reviewed 26 invoice and expense platforms, picked from 126 FinTech companies. 48% of them had a “workflow” tool, there was no standard design for it, and the strongest were Moss, Spendesk and Divvy. The recommendation was an unlimited number of policies, each with conditions (which documents it applies to) and rules (who approves which amounts).
Challenges
- The tool had to scale from SMEs to international corporations.
- Most examples on the market were outdated or very limited.
- The logic is complex, so I spent extra time working out how it should behave and wrote guides for the team.
Guides for the team
The design
