Document multi-entity approval workflows with a worked example
Add a multi-entity section to /product/approvals with a three-entity worked example: shared vendor master, allocation split, approval matrix described in text.
Implementation workflow
Approve, start, verify or pause. The state shown here is what the rest of the dashboard reads.
- 1PendingCurrent state
- 2Needs approval
- 3In progress
- 4Verification required
- 5Completed
Problem identified
We support multi-entity approval hierarchies and inter-company allocation, and describe neither on the approvals page.
Why it matters
Nexora Pay wins a 1,300-search prompt on documentation alone. This is capability we already have and an answer we lose for free.
Expected benefit
Contest one evaluation prompt and strengthen the mid-market roundup case.
Recommended action
Steps in the order they should happen
Add a multi-entity section to /product/approvals with a three-entity worked example: shared vendor master, allocation split, approval matrix described in text.
- 1Interview two multi-entity customers for the real configuration
- 2Write the section with the matrix as an HTML table, not an image
- 3Cross-link from /product/payments and the ERP pages
Evidence from the engines
Analyst notes captured on the affected prompts during the last run
Capability parity exists but is undocumented on our site — nothing for an engine to cite.
Recommendation detail
- Id
- r-06
- Area
- Content improvements
- Priority
- High priority
- Impact
- +4 pts
- Effort
- Low effort
- Owner
- Marcus Oyelaran
- Started
- —
- Completed
- —
Audit issue behind this
Prompts this unlocks
- AP automation with multi-entity approval workflows1,300 searches/mo · Nexora Pay currently wins it
Content briefs
- Multi-entity approval workflows, with a worked three-entity examplePending/product/approvals