Capital Planning6 November 2026

Your limits, in one place

Anything over five thousand pounds goes to the finance director. Says who? Here are a company's spending limits in one list, moved the day it decides, with the next request going to someone else.

Why Parsware

A bright blue card reading "£5,000. Says who?" beside a screenshot of a list of three approval limits, from up to £5,000 for the department head to over £25,000 for the investment group.

Anything over five thousand pounds goes to the finance director. Says who? And where is that written down?

In most companies, it's an old policy, an email from two years ago, and whatever somebody remembers. And changing it means a ticket to somebody, and a wait.

Here are the limits on Parsware, in a demonstration company of forty people. There is one list, and the finance director can change it.

Who decides what

Three lines say who decides what:

How much	Who decides
Up to £5,000	The department head
£5,000 to £25,000	The finance director
Over £25,000	The finance director, then the investment group

The list of approval limits, with the three lines above and the amounts that start and end each one.

So today, a request for £8,000 is waiting in the finance director's inbox.

The finance director's inbox, holding one request to decide.

It's hand trucks for the yard, and it's there because £8,000 is over the £5,000 limit.

The request open, for hand trucks for the yard at £8,000, awaiting approval at the finance director's level.

Moving a limit

Say that's too small for the finance director to be looking at, and you decide department heads can say yes up to £10,000.

Open the first limit and make £5,000 into £10,000. Its name says ten as well, so nobody reads the old number.

The first limit open, with its maximum changed to 10,000 and its name now saying up to £10,000.

The next limit moves with it, and now starts where that one ends, so every amount still falls under exactly one limit. Give it its new name too. A number that would swallow a limit next to it is refused, and says why.

The second limit open, now starting just above £10,000 and named £10,000 to £25,000.

That's the whole change. There's no ticket, and nothing to rebuild.

The list again, with the first limit now up to £10,000 and the second starting from there.

The same amount, a different person

Now the warehouse manager asks for the same £8,000, from the same budget. This time, the page says the department head.

A new request for pallet jacks at £8,000. The panel beside it says approval: department head.

They add the date and the reason, and send it.

And the finance director's inbox? Still one. The new request never came to them, and the one that was already waiting stays where it was. A new limit decides the requests raised after it, not the ones already on someone's desk.

The finance director's inbox after the new request was sent, still holding just the one.

What it means for you

Your limits are written down in one place, where the people they affect can see them.
You change them yourself, on the day you decide.
The next request follows the new limit, and nothing already waiting moves.

Tell us how your business runs, and we'll show it to you running on Parsware: parsware.com/contact.