Approval before and after booking
Approve before or after booking, the way your client wants.
Set per administration who approves what. Documents follow your client's approval steps, before processing or after booking, with rules for what may go through automatically and what always needs the board.
Approvals
- Before processing: approve first, then book
- After processing: book first, then review
- Rules: straight through or always approval
Before or after processing
Choose per administration whether documents are approved first and then booked, or booked first and reviewed afterwards.
Multiple steps
For example department manager, finance and board, in a fixed order. A document only moves on once the step is approved.
One or all approvers
Per step, decide whether one approver is enough or everyone has to agree.
Rules for exceptions
Process small amounts or regular suppliers automatically, always route large amounts via the board.
Approve with context
Approvers see the document, the details, the booking lines and the steps, and approve or reject with a comment.
Fully traceable
Who approved or rejected what and when is recorded, for you and for your client.
How it works
From incoming document to approved booking.
Every document follows the route your client has set. Rules decide what may go through automatically; everything else follows the steps.
- 01
Arrive
Invoices and receipts come in via upload, email, the app or Connect and are recognised by the AI.
- 02
Route
Rules decide: process automatically, for example small amounts, or approval required, for example above a limit.
- 03
Approve
The document goes through the steps in order. Per step, one approver is enough or all approvers have to agree.
- 04
Book or review
Before processing, booking only happens after the last step. After processing, the booking is ready for review.
- 05
Record
Approvals, rejections and comments are recorded, so it's always traceable who decided what.
Review
Approve with the document right there.
Approvers see the document, the details and where it is in the steps. With approval after processing they also see the booking lines: GL account, VAT code, cost centre, cost unit and project.
- Document, amount, supplier and invoice date on one screen
- Steps with approvers and status per step
- Approve or reject, with a comment
- Move through the list with previous and next
Supplier
Invoice number
Payment terms
Booking date
Due date
Entry
- Amounts entered excl. VAT
- Total excl. VAT
- €1,200.00
- 21% VAT
- €252.00
- Total incl. VAT
- €1,452.00
Details
- Amount
- €156.20
- Booking type
- Purchase
- Current step
- 2 / 3
- Requested
- 16-03-2026
Approval steps
- Department manager · One approverSVSarahApproved 16 Mar
- Finance · One approverLBLisaSVSarahAwaiting approval
- 3Board · All approversJVJanPJPieter
Set up
Steps and rules, per administration.
Build the approval flow that fits your client. Documents follow the steps by default; rules let specific documents be processed automatically or always go through a particular step.
- Steps in a fixed order, with one or all approvers
- Rules on booking type, supplier and amount
- Process automatically or approval required
- Switch rules and steps on and off whenever you like
Approvals
Approval steps
- 1Department managerOne approverSVSarah Visser
- 2FinanceOne approverLBLisa BakkerSVSarah Visser
- 3BoardAll approversJVJan de VriesPJPieter Jansen
Rules
- Process small amounts automaticallyProcess automaticallyBooking type: Purchase · ≤ €100.00
- Regular supplier AWS automaticallyProcess automaticallyBooking type: Purchase · Supplier: AWS EMEA SARL · ≤ €2,500.00
- Large amounts only via the boardApproval requiredBooking type: Purchase · ≥ €10,000.00 · Approval route: Board
Features
Approvals in the feature matrix.
Approval before and after booking is available in both plans and for every connected accounting package.
Per accounting software · Core processing
Exact OnlineAll features
TwinfieldAll features
SnelStartAll features
e-Boekhouden.nlAll features
Core processing
3- Edit processed bookings again
- Audit logs
- Approval before and after booking
Checks & alerts
3- Flag deviations
- Check for high amounts
- Check for unknown suppliers
Firm & team
2- Roles and permissions
- Audit logs
Security & control
Your client decides. You keep the overview.
Your client approves in their own environment; you see per document where it stands and who still needs to act.
Fixed order
A document only moves to the next step once the current step is approved.
One or all approvers
Per step, decide how many approvals are needed.
Reject with a reason
A rejection comes back with a comment, so it's clear what needs to happen.
Traceable
Every approval and rejection is in the audit log, with person and time.
Who it's for
The right control for every client.
From an entrepreneur who wants a quick look to an organisation with departments and a board.
Works with
Works with every connected package.
Approval before and after booking works with Exact Online, Twinfield, SnelStart and e-Boekhouden.
- Exact Online
- Twinfield
- SnelStart
- e-Boekhouden.nl
FAQ
Questions about Approvals
With approval before processing, your client approves a document first and it's booked afterwards. With approval after processing, it's booked first and the approver then reviews the booking, including GL account, VAT code and cost centre.
Yes. You put steps in a fixed order, such as department manager, finance and board. Per step you decide whether one approver is enough or all approvers have to agree.
No. Rules let documents be processed automatically, for example purchases up to €100 or a regular supplier up to a set amount. Conversely, you can require large amounts to always go through a specific step.
The document is rejected with a comment, so everyone knows what's wrong and what needs to happen.
Approval before and after booking works with Exact Online, Twinfield, SnelStart and e-Boekhouden, in both the Firm and Large firm plans.
Further reading
Related in the knowledge base.
Guides
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9 min readRead the guideSee Autoboeker in your own administrations.
In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.
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