Create income and expense requests, control who can approve or reject them, record decisions, and connect approved one-time requests to bookkeeping.
Lyniti Financial Approvals gives teams a focused request-and-decision workflow inside finance workspace. Requesters add operational context, authorized members approve or reject, and one-time approved items can continue into bookkeeping without suggesting a configurable multi-stage approval chain.
| Capability | Details |
|---|---|
| Income and expense request forms | Create request with operation, category, amount, type, description, project context, and optional recurring frequency. |
| Permission-controlled decisions | Approval and rejection use finance approval permission so decision access can be assigned through workspace roles. |
| Pending, approved, and declined status | Request views show current status, requester context, decision maker, decision date, and rejection reason when provided. |
| One-time bookkeeping handoff | Approved non-recurring requests create bookkeeping transaction context with pending-review status, keeping final accounting review separate. |
| Recurring request visibility | Approved recurring requests remain visible in finance cash-flow context instead of becoming a one-time bookkeeping entry. |
A financial approval workflow gives a team a consistent way to submit income or expense activity for a permission-controlled decision. The request keeps business context, supporting files, status, and decision information together.
Lyniti focuses on one clear approve-or-reject decision rather than claiming configurable multi-step approval chains.
A request can include operation name, category, amount, type, description, optional project context, attachments, and recurring frequency. This gives the approver more context than a number copied into a message.
Approval and rejection use workspace finance permissions. Teams can separate general access from authority to make the final decision while keeping the workflow inside the same workspace.
Request records show pending, approved, or declined status together with the decision maker, decision date, and rejection reason when one is provided. This is practical decision history, not a claim of an immutable compliance audit log.
Approved one-time requests can create pending-review bookkeeping context. Approved recurring requests remain visible in finance cash-flow context rather than becoming one one-time transaction.
Approval or rejection requires finance approval permission in workspace role.
Approved non-recurring request creates bookkeeping transaction context with pending-review status for later accounting review.
No multi-step or configurable approval-chain capability is claimed. Current workflow supports one permission-controlled approve or reject decision.
Yes. Requests can include project context, description, category, amount, and supporting attachments.
No immutable audit-log claim is made. Lyniti records practical request status, decision maker, decision date, and rejection reason.
Submit income and expense requests, control approval permissions, record decisions, and pass approved items to bookkeeping.