Govern review, approval and payment
Use clear states for drafts, pending, approved, paid or canceled expenses. Every transition preserves its owner and date for simple auditing.
What you'll learn
How govern review, approval and payment works inside Perfour.
What information you need and how it stays connected to Expenses.
How to preserve traceability and find the record later.
How to complete approval workflow
- 01
Understand the objective
An expense records an actual project cost and its supporting evidence. In Perfour it can be allocated to the budget and linked to a purchase order before payment. This guide focuses on govern review, approval and payment.
- 02
Prepare approval workflow
Enter date, supplier or counterparty, concept, type, amount and taxes; select the related budget line or order and attach the invoice, receipt or other evidence.
- 03
Complete the workflow in Perfour
Create the expense, review its allocation, submit it for approval, and then record payment or cancellation as appropriate. Statuses distinguish reported, approved and effectively paid cost. Approval and payment are separate moments in the workflow.
- 04
Review relationships and traceability
The expense feeds the budget and overview, can be reconciled with an order, and retains linked receipts and payments. This prevents double-counting the same cost. Validate that evidence matches amount, date, supplier, taxes and allocation. Do not mark an expense paid until disbursement evidence exists.
Frequently asked questions
What is approval workflow and what is it for?+
An expense records an actual project cost and its supporting evidence. In Perfour it can be allocated to the budget and linked to a purchase order before payment.
What information do I need to govern review, approval and payment?+
Enter date, supplier or counterparty, concept, type, amount and taxes; select the related budget line or order and attach the invoice, receipt or other evidence.
How is this process completed in Perfour?+
Create the expense, review its allocation, submit it for approval, and then record payment or cancellation as appropriate. Statuses distinguish reported, approved and effectively paid cost. Approval and payment are separate moments in the workflow.
Which other modules does it connect with?+
The expense feeds the budget and overview, can be reconciled with an order, and retains linked receipts and payments. This prevents double-counting the same cost.
What should I check before considering it complete?+
Validate that evidence matches amount, date, supplier, taxes and allocation. Do not mark an expense paid until disbursement evidence exists.