Template Library

Approval Workflow Templates

Explore approval workflow templates for purchase requests, invoices, budgets, contracts, HR requests, and other business approvals.

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Best when approvals slow the work down

Use this library when requests already exist, but decisions, approvers, evidence, returned items, and status history are hard to keep visible.

Need the steps before and after approval?

Compare the related workflow packs when approval is part of a larger process such as purchasing, AP control, contract review, or employee onboarding.

Purchase Order Approval

Purchase Request Form

General Purchase Requisition Form

Compare approval templates by request type before choosing a starting app.

Keep approver decisions, returned items, files, and audit history attached to the record.

Use this as the approval-template parent for finance, procurement, HR, contract, and access approvals.

Templates

Choose an approval workflow by request type

4 templates

Procurement approvals

Route purchasing work before buyers issue a PO, source a vendor, or commit spend.

Purchase Order Approval

Control purchase order sign-off with approver stages, spend exceptions, and release blockers before a PO is issued to the supplier.

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Purchase Request Form

Capture purchase request details, item specs, budget context, approvers, and needed-by dates before sourcing or PO work begins.

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General Purchase Requisition Form

Submit general purchase requisitions with budget codes, business need, and approval-ready details before sourcing begins.

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Purchase Order Request

Turn approved purchases into purchase order requests with supplier choice, quote details, pricing, and buyer ownership in one workflow.

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6 templates

Finance approvals

Review budget, expense, invoice, payment, journal, and reimbursement decisions with evidence.

Budget Approval Workflow

Build a live budget approval workflow with request intake, limit checks, variance review, approver routing, and audit-ready status tracking.

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Expense Approval Workflow

Route expense approval workflow through approver decisions, exception handling, and overdue visibility in one structured approval workflow.

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AP Invoice Approval Workflow

Route vendor invoices through coding review, approval status, hold reasons, exception owners, audit trail, and payment-run release readiness.

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Journal Entry Approval

Route journal entry through approver decisions, exception handling, and overdue visibility in one structured approval workflow.

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Payment Request Form

Collect payment requests with payee details, supporting documents, and approval readiness visible before funds are released.

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Travel Expense Reimbursement Form

Collect travel reimbursement claims with trip details, receipts, categories, policy exceptions, approvals, and payout status.

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4 templates

Contract and policy approvals

Keep legal, policy, contract, and exception decisions visible before commitments change.

Contract Approval Workflow

Route contracts through clause review, risk exceptions, and final sign-off before redlines, fallback terms, or legal blockers slow the deal.

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Contract Intake Form

Collect contract intake requests with counterparty, contract type, value, due date, files, business owner, legal review, and status.

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Contract Extension Form

Request contract extensions with current term dates, proposed end date, business reason, value change, risk notes, and notice deadlines.

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Policy Exception Request

Capture the policy being waived, the business justification, risk controls, approval conditions, and expiration date before an exception is granted.

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6 templates

Employee and access approvals

Route employee, timesheet, leave, access, and account requests through accountable owners.

Leave Request Form

Collect PTO and leave requests with dates, leave type, balance check, coverage plan, manager approval, and requester status in one workflow.

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Timesheet Approval Workflow

Route timesheets through manager approval, missing-hour review, correction requests, payroll cutoff checks, and exception follow-up.

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Access Request Form

Capture access requests with requester details, system, access level, approval owner, reason, due date, and status in one workflow.

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User Account Request Form

Collect user account requests with system, role, access level, manager approval, provisioning owner, target date, and activation status.

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VPN Access Request

Collect VPN access request details, route manager and IT security approvals, and keep access status, expiry.

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Privileged Access Request

Manage privileged access requests with security approvals, access windows, status tracking, and audit-ready decision history.

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All Templates

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24 templates

Business Form Templates

Browse business form templates for requests, intake, approvals, operations, HR, procurement, finance, and internal tracking.

Purchase Request Form / Material Request Form / Maintenance Request Form 16 templates

Purchase Order Templates

Use purchase order templates for PO requests, approvals, vendor details, order tracking, and procurement workflow handoffs.

Purchase Request Form / General Purchase Requisition Form / Purchase Order Request

Workflow Packs

Complete workflows that include this use case

11 templates

Finance Approval Control Workflow Pack

Map budget, expense, invoice, payment, CapEx, credit, and journal approvals into a clearer finance control workflow.

01 Intake the finance request02 Review budget and policy context03 Route controlled approvals04 Track payment and follow-upBudget Approval Workflow / Expense Approval Workflow / Invoice Request 8 templates

Accounts Payable, Invoice Approval & Payment Control Workflow Pack

Connect AP invoice intake, coding approval, ACH release controls, payment status, and contract-linked payment schedules.

01 Capture invoice and payment context02 Route AP coding and invoice approval03 Prepare controlled payment release04 Monitor AP aging and contract obligationsAccounts Payable Tracker / AP Invoice Approval Workflow / ACH Payment Request Form 9 templates

Purchase Request to PO Workflow Pack

Connect purchase intake, budget review, buyer follow-up, purchase order creation, and PO status tracking in one procurement workflow.

01 Capture the buying request02 Route approval and budget review03 Move approved demand into PO work04 Track changes and order statusSupply Request Form / Purchase Request Form / General Purchase Requisition Form 10 templates

HR Employee Request & Onboarding Workflow Pack

Connect leave requests, onboarding tasks, timesheet approvals, employee training, reimbursement, attendance, and access setup workflows.

01 Capture employee requests02 Route manager and HR approval03 Manage onboarding readiness04 Track training and employee follow-upLeave Request Form / Employee Onboarding Tracker / Employee Onboarding Checklist

Use Cases

See related use cases for this template

20 templates

Finance Approval Templates

Start here for budget, expense, invoice, payment, credit, and journal approval workflows that need stronger control.

Budget Approval Workflow / Expense Approval Workflow / Accounts Payable Tracker 23 templates

Procurement Workflow Templates

Compare procurement templates for purchase intake, requisitions, approvals, contract control, and sourcing follow-up.

Procurement Intake Form / Purchase Order Tracker / Purchase Order Request 12 templates

HR Employee Request Templates

Browse HR templates for leave requests, onboarding tasks, timesheet approvals, employee training, reimbursements, and employee follow-up.

Leave Request Form / Employee Onboarding Tracker / Employee Onboarding Checklist 12 templates

Access & Security Workflow Templates

Use this hub for access requests, privilege review, visitor control, exception handling, and security-adjacent operating workflows.

VPN Access Request / Privileged Access Request / Data Subject Access Request

Software Comparisons

Compare software options for this workflow

8 templates

Best Purchase Order Software for Workflow Control

Compare purchase order software options for PO requests, approval routing, supplier handoffs, order tracking, receiving, and change control.

Purchase Order Request / Purchase Order Approval / Purchase Order Tracker 8 templates

Best Procurement Software for Small Business

Compare procurement software options for purchase requests, approvals, supplier records, purchase order tracking, compliance checks, and vendor risk.

Procurement Intake Form / Purchase Request Form / General Purchase Requisition Form 8 templates

Best Contract Management Software for Small Business

Compare contract management software options for intake, review, approval, tracking, renewal reminders, risk checks, and closeout workflows.

Contract Tracker / Contract Intake Form / Contract Approval Workflow

Guides

Plan the workflow before choosing templates

Guide

Supplier Evaluation Criteria and Scorecard Guide

Plan the criteria, evidence, reviewer fields, and follow-up workflow behind a useful supplier evaluation scorecard.

FAQs

Questions about this template library

Is this the same as a workflow pack?

No. This page lists approval templates by approval type. Workflow packs show how several templates connect into a larger end-to-end process.

Can approval steps be changed?

Yes. Teams can adjust approvers, statuses, thresholds, reminders, required fields, and dashboards after opening a Jodoo template.

Why not only use one generic approval template?

Approval data differs by process. Purchase approvals need supplier and spend context, invoice approvals need AP context, and HR approvals need employee and policy context.