Paperwork Automation
Approval paths for cost invoices, from description through manager decisions to payment approval.
What this feature does
Paperwork automation gives every cost invoice a defined path: basic, 2-step, or 3-step. The team knows who describes the document, who approves the cost, and who clears it for payment.
How the workflow feels
After an invoice enters Altera, it is assigned to the first person in the process and that person gets notified. Once approved, the document moves to the next step with decisions, comments, and changes kept in its history.
What can be configured
In expense settings, you choose the workflow level, grant user permissions, and set default approvers for categories such as marketing, purchases, or administration.
Where it helps most
It helps most when documents move between several people, every cost needs a clear owner, and the team needs context before payment or accounting.
Want to see this feature on your workflow?
In a demo, we will walk through your documents, roles, and edge cases to show where automation can help first.