Approvals Overview
What is Approvals?
Your centralized inbox for managing all pending approval requests across purchase, sales, finance, and operational workflows. Review, approve, or reject transactions with complete visibility while maintaining proper authorization controls and audit trails.
Who Uses This?
Department Heads
Approve requests from their teams based on budget and business rules
Finance Managers
Review and authorize high-value transactions and payments
Purchase Managers
Approve purchase orders and vendor payments within authority limits
Business Owners
Final authorization for critical transactions exceeding threshold values
Key Features
Approval Management
Centralized inbox for all pending requests across workflows
Complete visibility into document details, party info, and line items before approving
Multi-level hierarchy support with sequential or parallel approval routing
Control & Compliance
Value-based routing automatically assigns approvers based on transaction amount
Audit trail captures every approval action with user, timestamp, and comments
Rejection workflow returns requests to initiators with specific correction notes
How It Works
Typical Workflow
Receive request - System routes transaction to your approval inbox based on workflow rules
Review details - Examine complete document including items, amounts, terms, and attachments
Add comments - Provide context or clarification for your approval decision
Take action - Approve to move forward or reject with specific reasons for correction
Approval Types
| Workflow | What Gets Approved | Typical Approvers |
|---|---|---|
| Purchase Order | Supplier orders before sending to vendors | Purchase Manager → Finance Head |
| Sales Order | Customer orders before processing | Sales Manager → Credit Controller |
| Purchase Request | Material requisitions before PO creation | Department Head → Purchase Manager |
| Payment Made | Vendor payments before release | Accounts → Finance Manager → CFO |
| Manual Journal | Accounting adjustments before posting | Accountant → Finance Manager |
| Credit/Debit Note | Adjustments before issuing to parties | Department Head → Finance |
Getting Started
| Task | Guide | Time Required |
|---|---|---|
| Review Pending Approvals | How to Approve Requests | 5 minutes |
| Reject a Request | How to Reject Requests | 3 minutes |
| Track Initiated Requests | Track Your Requests | 2 minutes |
Related Sections
- Approval Workflows - Configure multi-level approval rules
- Role Permissions - Assign approval rights to users
- Purchase Orders - Create POs requiring approval
- Dashboard - See approval counts on dashboard
Quick Tips
Best Practices
Review approvals daily to prevent bottlenecks - requests pending over 48 hours may delay operations
Always add comments when approving or rejecting to maintain clear audit trail for compliance
Use workflow filters to prioritize high-value or urgent requests first before reviewing routine approvals
Need help? Contact support at support@bizconnekt.com