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All three live under Settings > Approvals. An administrator sets them up.

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Flows

A flow is a named, ordered list of steps. Each step names one approver, or a group.
1

Name the flow

Something a colleague will recognise in a list, such as “Facilities up to 5,000” or “Everything from the board”.
2

Add steps in order

Step 1 approves first, step 2 after that. An invoice only reaches step 2 once step 1 has approved.
3

Choose a person or a group per step

A group step is approved by any active member of that group.
4

Switch it on

A flow can be made inactive without deleting it.
Adding a step to a flow that is already in use affects invoices that are part way through it. Check the Active tab under Authorizations after you change a flow.

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Groups

A group is a pool of approvers, with at least two members. Any member can approve an invoice assigned to the group, so a holiday does not stop the process. The decision is recorded with the name of the person who actually took it.

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Rules

A rule says which flow an invoice gets. Three kinds: Every rule has a priority. Glimps applies them in order, lowest number first, and the first rule that fits decides.
Put your narrow rules on low numbers and your catch-all on a high one. “Everything above 25,000 to the director” as priority 10, “everything else to the team lead” as priority 100.
There is a visual builder next to the list, if you would rather draw the conditions than fill in a form.

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A worked example

Say you want this:
  • Everything above 25,000 euro goes to the director.
  • Marketing costs go to the marketing lead, then to finance.
  • Everything else goes to the finance team, where anyone can pick it up.
You build:
  1. A group Finance with three members.
  2. A flow Director with one step.
  3. A flow Marketing with two steps: marketing lead, then finance group.
  4. A flow Standard with one step: finance group.
  5. Rules: amount from 25,000 to the Director flow at priority 10, ledger accounts for marketing to the Marketing flow at priority 20, and an amount rule from 0 to the Standard flow at priority 100.

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Checking your setup

Assign a test invoice by hand and watch which flow a rule picks. The invoice shows the flow, the step, and the current approver at all times.