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Authority chains that build themselves
Value, investment type, entity, site and risk determine the approval path automatically, removing the need to decide manually who signs next.
Capex Platform · Approvals
Capex approval softwarewith authority rules built into the process.
Route every capital expenditure request through the correct authority levels automatically, check it against the approved budget, and keep a complete audit trail of who decided what and when.
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Authority matrix governing every request
0
Approvals lost to email or shared drives
100%
Decisions time-stamped and attributable
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Place for the decision, the documentation and the audit trail
What it does
Govern each approvalwithout rebuilding the process by hand.
Approval is where capital governance is either real or theoretical. Weissr makes the rules you have already written execute themselves.
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Segregation of duties enforced
Requesters cannot approve their own investments, and delegation is time-boxed, logged and visible to the approver being covered.
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Budget checked before approval
Every request is matched against its allocation pool, so approvers see remaining budget at the moment of decision.
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Deadlines and escalation
Requests approaching a decision deadline escalate automatically, so investment timing is never lost to an unopened inbox.
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Electronic sign-off included
Approval is captured inside the system with legal attribution, replacing separate signing tools and emailed PDFs.
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Complete, immutable history
Every version of the business case and every decision on it is preserved and retrievable years later.
The capital expenditure approval process
Six stepsfrom complete request to funded commitment.
A structured approval process is faster than an informal one, because nothing waits for someone to work out what should happen next.
01Submit a structured requestOne template per investment type, so nothing essential is missing.
Requesters complete a form shaped to the investment category, such as maintenance, compliance, growth or strategic. Required financials, assumptions, alternatives considered and supporting documents are enforced at submission, which removes the most common cause of approval delay: an incomplete case going back and forth.
02Validate against budget and strategyThe request meets the approved plan before it meets an approver.
The system links the request to its allocation pool and to the strategic objective it serves. Available budget, planned timing and strategic contribution are shown alongside the request, so approvers judge it in context rather than in isolation.
03Route through the authority matrixThe right approvers, in the right order, every time.
Your delegation-of-authority rules are configured once. Each request is evaluated against them and the approval chain is generated for that request, including additional technical, legal or HSE reviewers where the category requires them.
04Decide with full contextApprovers see the case, the numbers and the portfolio impact.
Approvers review the complete business case, the sensitivity of its assumptions and how the request affects the remaining envelope. They can approve, reject, or return the request with comments that stay attached to its history.
05Release the approved amountApproval becomes a funded commitment, not just a signature.
On final approval the amount is committed against the budget, the capital project is created or updated in the ERP, and execution tracking begins against the approved baseline.
06Handle changes through the same disciplineScope and cost changes re-enter the chain at the correct level.
A supplementary request or scope change is assessed against the original approval. If the revised total crosses a higher authority threshold, the request routes upward automatically rather than being absorbed quietly at site level.
What changes
Keep approvals movingwithout weakening control.
- Requests arrive complete, so approvers decide instead of chasing information
- Authority limits are enforced by the system, not remembered by people
- Budget availability is visible at the point of decision
- Escalation happens automatically when a deadline approaches
- Scope changes re-enter approval at the correct level
- Audit evidence is one click away, not a reconstruction exercise
Guide
The capital expenditure approval process
How a governed approval process works, stage by stage.
Module
Capex Management
Execute and track approved investments to close-out.
Module
Capital Budgeting Software
Set the approved envelope every request draws on.
Module
Capex Strategy
See where the priorities behind each approval come from.
Related
Capex Execution & Tracking
Follow approved investments through cost and forecast control.
Capex approvals
Questions about capex approval,answered directly.
What is capex approval software?
Capex approval software is a system that receives capital expenditure requests, routes them automatically to the correct approvers based on value, category, site and risk, and records every decision in an auditable trail. It replaces the combination of spreadsheets, email approvals and separate signing tools that most capital-intensive organisations still rely on. Because the system understands the financial content of each request, it can check available budget and strategic fit at the moment of decision, then turn an approval into a funded commitment in the ERP without re-keying.
Where does capex approval sit in the Weissr platform?
In Weissr, capex approval is a capability of Weissr Capex Management, not a separate product. The platform has three modules: Capex Strategy, Capital Budgeting and Capex Management. Approvals run inside the third, which is why an approved request carries its budget, business case and authority trail with it.
How does a capex approval system decide who approves a request?
Approval authority is configured once as a delegation-of-authority matrix. Each request is evaluated against thresholds such as investment value, investment type, legal entity, site and risk classification, and the system builds the correct approval chain automatically for that specific request.
What is the difference between capex approval software and a generic workflow tool?
A generic workflow tool routes a document between people. Capex approval software also checks the request's business case, the budget it draws from and its underlying assumptions, so approvals are validated against available budget and strategic fit rather than only signed off in sequence.
Can capital expenditure approval software enforce budget limits?
Yes. Requests are linked to the approved capital budget and its allocation pools, so a request that would exceed the remaining envelope is flagged before it enters the approval chain rather than discovered afterwards.
Does it produce an audit trail for internal and external audit?
Every submission, comment, revision, approval, rejection and delegation is time-stamped and attributable to a named user. The full history of a request, including superseded versions, remains retrievable for audit and post-investment review.
How does capex approval software integrate with our ERP?
Approved requests can create or update the corresponding capital project and commitment records in SAP, Oracle, IFS or another ERP, and actual spend flows back so the approved amount and realised cost stay reconciled without manual re-entry.
See your own authority matrixrunning as software.
We will map your delegation-of-authority rules and show how requests would route through them.
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