Discover two powerful approval features now live on Summit— Dynamic and Managerial Approval. Give your finance team more control, speed, and flexibility to match real-world workflows.
Approvals are one of the most important, and often the most painful, parts of spend management. If you’ve ever dealt with stalled approvals, unclear responsibilities, or rigid workflows that don’t reflect how your organisation actually works, you’re not alone.
This May, we’re making approvals on Summit more flexible and context-aware with two powerful new features:
✅ Dynamic Approval
✅ Managerial Approval
These updates are designed to help finance teams move faster, stay compliant, and build approval flows that match the reality of their business, not the limitations of their tools.
1. Dynamic Approval: Bring in the Right People, Right Away
Approvals often require input from more than one person, especially when dealing with shared costs, complex invoices, or cross-departmental budgets. But most tools only allow static approval chains, which means finance ends up managing the exceptions manually.
With Dynamic Approval, requesters can now loop in additional stakeholders when raising the request without disrupting their existing workflows.
💡 Use case:
Let’s say an invoice includes items billed to both the Marketing and Sales departments. With Dynamic Approval, the requester can immediately include both department heads to review and comment. Everyone stays informed, context is captured on-platform, and finance doesn’t have to intervene.
This keeps things efficient, traceable, and fully aligned with your audit policies.
2. Managerial Approval: Let Managers Do What They Do Best
In most organisations, a line manager knows more about their team’s work and budgets than a central finance approver. But rigid workflows often route requests to a pre-defined set of approvers who may not have the right context, slowing everything down.
With Managerial Approval, Summit now lets finance teams configure more realistic approval matrices where requests first go to the employee’s manager. This brings approvals closer to where the decisions are made and helps reduce friction in day-to-day operations.
💡 Why it matters:
Managers are usually better placed to approve spend because they understand the context. Hierarchical approval speeds up decision-making, reduces back-and-forth, and ensures your approval flows reflect your team’s actual structure.
Building Approval Flows That Actually Work
These new features are part of our broader commitment to help finance teams build smarter, more flexible approval matrices that match business needs while maintaining governance.
If you’re rethinking how your team handles approvals, don’t miss our deep dive on this:👉 How to Build an Approval Matrix That Actually Works
In it, we cover:
- Common mistakes in setting up approval flows
- How to balance control with flexibility
- Real-world strategies used by finance teams across industries
Whether you're scaling your business, onboarding new departments, or handling more complex approvals, this guide will help you get the structure right.
What’s Next
These updates are live on Summit and available to all clients today.
- You can explore both features directly in your dashboard if you're an existing user.
- Book a quick demo with our team if you're new to Summit and want to see how this works in practice.
Want more product tips and updates? Stay tuned for our June release — we’ve got more features coming to help finance teams operate with even greater speed, clarity, and control.
