Approval Workflows: Total Control Over Your Domestic Payments ✅

At Clara, we aim to provide you with absolute control over your company's finances. With our approval workflow functionality, you can supervise and authorize supplier payments before they are processed, ensuring every transaction complies with your internal policies.

Key Features

• Set Thresholds: Define a specific amount above which all payments must go through an approval process.

• Designate Approvers: Select specific team members with the authority to authorize or reject transactions.

• Dynamic Management: Enable, disable, or edit approval amounts and permissions at any time.

• Bulk Actions: Save time by approving or rejecting multiple payments with a single click.

How to Set Up the Approval Workflow

1. Log in: Access your Clara account via the web platform.

2. Payments Section: Go to the Domestic Payments (Pagos Nacionales) section.

3. Settings: Define the limit amount for approval in the configuration panel.

4. Assign Roles: Select the team members who will act as approvers.

5. Confirm: Save the changes to activate the new security policy immediately.