Spend approval workflow
Ask before you buy; the right people approve, depending on the amount.
Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.
The work it's for
"Can I buy this?" over text means approvals nobody can find later and big purchases nobody signed off. Staff submit what they want to buy and why; the manager approves small requests alone, anything over $1,000 also goes to finance, and anything over $10,000 to the owner. The steps are enforced by the app, the amount can't be changed once it's submitted (only after it's sent back), the requester is emailed at each decision, and the actual cost is recorded against what was approved.
- Make sure nothing big is bought without the right sign-off
- Approve small things quickly without involving finance
- See everything waiting for a decision in one place
- Compare what was approved with what was actually spent
Try it. It's working software.
The real app with sample data, shown for a metal fabrication shop. Switch roles (Owner, Staff, Manager, Finance) to see what each person sees. Nothing you do here is saved.
What it does today
Only what the app does right now. It works in any phone's browser, and every version is saved.
- Conditional steps
- Fields locked after a step
- Approval workflow
- Required comments on decisions
- Show or require fields conditionally
- Calculated fields
- Validation rules
- Email notifications
- Date reminders
- Decisions from the dashboard
- People see only their own records
- Dashboard with metrics and charts
- Board view
- Due dates in the inbox
- Role-based permissions
- Change history on every record
Make it yours.
Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.
Change how it works, not just how it looks.
The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.
Changes you can ask for
- “Add a second approval for spend over $5,000 instead of $10,000.”
- “Let managers approve up to $2,500 on their own.”
- “Require a quote link for anything over $2,000.”
- “Use our brand colors #C2410C and #1F2937.”
- “Show requests as cards.”
One app in your Matrixcape workspace, not a separate subscription.
Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a school pta, a software startup, a multi-location restaurant too.
Customize this uses no build credits.
Related templates
Every template- FinancePurchase approvalsStaff ask to restock or buy something; nothing is spent until you approve it.See it working
- FinanceExpense approvalsStaff submit what they spent; you approve it and mark it paid back.See it working
- FinanceBudget vs actualA monthly budget per category, and what's left worked out as you spend.See it working