ApproveThis manages your Payday Integration approvals.

When Approval Management Meets Financial Operations

Modern businesses face a critical challenge: maintaining financial control while keeping operations agile. The integration between ApproveThis and Payday through Zapier solves this problem by bridging approval workflows with financial execution. For teams using Payday's payroll and customer management capabilities, adding ApproveThis' structured approval system creates airtight processes that prevent errors, reduce delays, and maintain compliance.

This combination works particularly well because ApproveThis doesn't require approvers to have Payday licenses. External partners, department heads, or clients can review requests through simple email approvals or a web portal, while financial teams maintain full visibility in Payday. The result is cross-functional alignment without software seat inflation.

Core Benefits for Financial Operations

Combining these platforms addresses three fundamental business needs:

• Error Prevention: Automated routing ensures every Payday transaction meets approval criteria before processing
• Audit Compliance: Complete audit trails show who approved what, when, and why across both systems
• Speed: Parallel approval paths and automatic escalation rules prevent payroll bottlenecks

Real-World Impact Across Industries

Consider a marketing agency using Payday to manage freelance payments. Their creative team submits a vendor request through ApproveThis when hiring a new illustrator. The workflow:

1. Project lead approves creative need
2. Finance manager verifies budget allocation
3. Automated Payday customer record creation
4. Payment processed after project delivery

This process reduces vendor onboarding from 5 days to 8 hours while maintaining financial controls. For manufacturing firms, the integration ensures equipment purchases over $10k automatically route to department heads before creating supplier records in Payday.

Key Integration Use Cases

1. New Customer Vetting Workflow

When a sales team creates a new client in Payday, ApproveThis can trigger multi-layer approval checks:

How it works:

1. Sales rep adds enterprise client to Payday
2. ApproveThis routes credit check request to AR team
3. Legal reviews contract terms via email
4. Upon dual approval, client activated in Payday

This prevents situations where non-creditworthy clients enter the system, a common pain point for SaaS companies and wholesale distributors.

2. Payroll Change Management

HR teams often struggle with unauthorized overtime or role changes. The integration enables:

- Department managers approve shift changes in ApproveThis
- Approved requests auto-update employee records in Payday
- Finance receives real-time labor cost reports

A Midwest hospital group used this approach to reduce payroll errors by 37% in Q1 2024.

Implementation Made Simple

Setting up the integration requires:

1. Zapier account with connected ApproveThis and Payday apps
2. 15-minute configuration choosing triggers/actions
3. Field mapping between systems (e.g., Payday customer name → ApproveThis request title)

Critical pro tip: Use ApproveThis' calculated fields to auto-flag high-risk Payday transactions. For example, set a rule where any invoice over $15k requires CFO approval before appearing in Payday.

Team-Specific Advantages

Finance Teams

ApproveThis adds guardrails to Payday operations without slowing down payments. Approval thresholds automatically escalate urgent requests, while vacation delegation ensures continuous coverage during holidays.

Operations Managers

Real-time dashboards show approval bottlenecks impacting Payday processing. One logistics company used this visibility to reduce purchase order approval time by 62%.

External Partners

Vendors and contractors can approve estimates or invoices through ApproveThis without Payday access. This maintains security while improving client satisfaction.

Beyond Basic Approvals

While the Zapier integration handles core workflows, combining ApproveThis' advanced features with Payday unlocks additional value:

Conditional Routing: Route international payroll requests to regional managers based on location data
Auto-Approvals: Immediately process recurring Payday invoices under $500
Compliance Checks: Require dual approval for any Payday transaction matching OFAC watchlist terms

Getting Started

To implement these workflows:

1. Create your ApproveThis account
2. Connect to Payday via Zapier using the triggers/actions outlined above
3. Start with one high-impact workflow (e.g. new vendor approvals)
4. Expand to other use cases over 2-4 weeks

Final Thoughts

The ApproveThis-Payday integration isn't about adding another software layer - it's about creating connective tissue between financial controls and operational execution. By automating approval handoffs, businesses gain speed without sacrificing oversight, particularly crucial for growing organizations scaling their Payday usage.

Ready to transform how you manage financial approvals? Book a personalized demo to see how ApproveThis enhances your Payday workflows, or start your free trial today.