Approval Workflows

Draft, submitted, approved, paid. Know exactly where every payment application stands with a visual Kanban board. Clear status pipeline with full audit trail.

Key Benefits

• Visual Kanban board - See all payment applications across every project at a glance. Move cards between columns to update status.
• Clear status pipeline - Four stages: Draft, Submitted, Approved, Paid. Every application moves through to payment.
• Know who needs to act next - Role-based workflows make it clear whether the ball is in your court or the client's.
• Full audit trail - Every status change is timestamped and logged. Complete history always available.

Take control of your payment application process. Start your free trial.

Related features: Team Collaboration, PDF & CSV Export, Automatic Calculations.

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