What is an Approval Limits Generator?
An Approval Limits Generator helps you establish clear financial and operational approval thresholds within your organization. It defines who can approve what — and up to what dollar value — across spending, contracts, hiring, and operational decisions. A well-built Delegation of Authority matrix speeds up day-to-day decisions while protecting the business from fraud, unauthorized commitments, and avoidable risk. This builder walks you through 8 categories, your authority hierarchy, organisation-size benchmarks, workflow rules, and produces a tabbed policy document ready to circulate for sign-off.
How to Use This Tool
- Select the approval categories and areas relevant to your organization
- Define your authorization hierarchy – name each approval level
- Choose your organization size to receive suggested financial thresholds
- Enter your organization and creator information
- Answer questions about compliance monitoring, exception handling, and approval processes
- Review and configure your approval matrix in the final preview
- Download your approval limits policy as PDF or DOCX
Step 1 — Select Approval Categories & Areas
Pick every domain in scope. (M) = Monetary thresholds apply, (NM) = Non-monetary judgement call.
Monetary (M) Non-monetary (NM)
Financial Approvals0/10
Procurement & Purchasing0/10
HR & Personnel0/10
IT & System Access0/10
Legal & Compliance0/10
Marketing & Communication0/10
Sales & Revenue Operations0/10
Strategic & Governance0/10
Step 1 of 6
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