How are finance guides different from finance templates?
Guides explain what evidence, thresholds, owners, and exception fields a finance workflow needs. Templates provide the editable Jodoo workflow once the approval logic is clear.
Finance Approval Guides
Plan budget, expense, invoice, payment, AP, and contract payment controls with clearer evidence, owners, thresholds, and audit-ready status.
Choose by finance control
Start with the finance decision that needs better evidence
Step 1: Budget
Need budget approval thresholds?
Define amount thresholds, budget owners, exception reasons, supporting files, and approval status before spend moves forward.
Read the guideStep 2: InvoiceNeed an invoice approval checklist?
Define invoice coding, vendor context, approval blockers, hold reasons, AP owner, due date, and payment readiness fields.
Read the guideStep 3: PaymentNeed payment release controls?
Define payment request fields, ACH review, remittance context, approval owners, release readiness, and post-payment follow-up.
Read the guideTemplates
Templates for common finance approval controls
Use these guides to define approvers, thresholds, supporting files, exception reasons, and payment follow-up before opening a Jodoo template.
Connected workflowSee the finance approval workflowConnect request intake, policy review, approval routing, payment readiness, and finance follow-up records.Template groupFinance Approval TemplatesBrowse finance, procurement, and vendor templates that support approvals, AP, payment, and audit follow-up.Template groupProcurement Workflow TemplatesBrowse finance, procurement, and vendor templates that support approvals, AP, payment, and audit follow-up.Template groupVendor Management TemplatesBrowse finance, procurement, and vendor templates that support approvals, AP, payment, and audit follow-up.
How to use this page
Choose the finance guide that matches the control gap.
Where should a finance team start?
Start with the highest-volume or highest-risk approval gap: budget review, expense approval, invoice approval, payment release, or AP backlog control.