Rulebook
The checks Manila runs before routing. Toggle a rule or change a limit, then re-check any document to see what changes.
Invoice
Invoice matches an approved purchase order and goods receipt.
Subtotal + tax equals the stated total.
Vendor is an approved Northwind supplier.
Total is at or below the hands-off payment limit.
Purchase order
Order fits the requesting department's remaining budget.
Requester is authorized to commit this spend.
Contract / NDA
An authorized signatory has signed the agreement.
Confidentiality, liability, and termination clauses are present.
The agreement is not past its effective term.
Insurance claim
The policy was in force on the date of loss.
Claim amount does not exceed the policy's coverage limit.
Claimant, policy, loss date, and amount are all present.
HR form
All mandatory fields on the form are filled in.
A managing approver is named on the form.
Expense amount is within the daily allowance.
No change — this document routes the same under both.