Finance director guide

Finance director is a senior approval and finance oversight role. It is used when invoices, suppliers, bank details, or risk rules require a higher decision level.

Typical responsibilities

Area	Responsibility
High-value approvals	Approve invoices above configured amount thresholds.
Risk exceptions	Review changed bank account, duplicate, low-confidence, or unusual supplier cases.
Finance reports	Review amounts, export readiness, overdue approvals, and SLA breaches.
Billing visibility	View product plan, invoices, payment method status, and subscription state where allowed.

What this role should see

• approval tasks assigned to finance director;
• document amount, VAT, currency, and vendor;
• approval reason and threshold;
• payment and IBAN warnings;
• ERP export readiness;
• reports focused on finance risk and workload.

What this role should not see

• low-level OCR provider release controls;
• unrelated tenant administration;
• global user administration;
• archive retention configuration unless explicitly assigned.

Approval examples

• invoice total exceeds 10,000 EUR;
• supplier bank account changed;
• payment due date is suspiciously short;
• duplicate invoice detected;
• manual override requested by accountant;
• line item belongs to executive approval category.

Demo test path

1. Open Accounting Workspace as a finance approval role.
2. Filter documents by approvals or high amount.
3. Review the approval reason.
4. Approve or reject with comment.
5. Confirm the audit log includes decision, actor, timestamp, and reason.