Free template
Get the approval matrix - or let Foxpedite route every approval for you, free for 14 days
Foxpedite turns your thresholds into routing rules by amount, department and category, with escalation and delegation built in, and approvers approve straight from the email. Prefer to write the rules down first? The free Excel matrix is the manual version.
Every Advanced feature, no credit card.
What Foxpedite does automatically
- Your matrix becomes rules in a visual workflow builder
- Escalation timers and out-of-office delegation, without a lookup tab
- Approve from the email, with every step in the audit trail
The free template (the manual version)
An Excel matrix with a worked example for a 50-person company (illustrative) and a checker: type an amount, department, category and date, and it returns the approvers, quotes needed and the backup.
- Five dollar tiers × departments, plus category rules (capex, software, contractors, grant-funded) that add approvers on top
- Escalation timers and out-of-office delegation with dollar caps, so approvals don't stall when someone's out
- An Approval Checker tab you can test against last month's real purchases, plus a 1-page PDF guide
Download the template
The fastest test: take five real purchases from last month and run each one through the Approval Checker tab. If any answer surprises you, change the matrix.
Free, no strings. Made by the Foxpedite Editorial Team, the people behind Foxpedite, purchasing software for companies still running purchasing on spreadsheets, email and QuickBooks. Example data in the files is illustrative.
While you're here
Want the matrix enforced instead of written down? In Foxpedite, approvals route by amount, department and category, and approvers approve from the email.