Approvals

Approvals let more people do the work while the right people keep the say. Documents route through chains you define, approvers act from one inbox, and every decision is recorded — who approved what, and when.

These screens live under Approvals in the Finance sidebar (and approval actions appear on the documents themselves).

Define Who Approves What

Approval chain templates describe the route a document takes: which documents need approval, and who signs off at each step. Set them up once to match how your business actually decides — a manager for expense reports, the controller for large bills — and every matching document follows the route automatically.

Submit a Document for Approval

1. On a document that requires approval, select Submit for approval. It routes to the first approver in the chain.

2. The document waits — it can’t move on (or post) until the chain signs off.

3. Watch its progress from the document itself, or in Approvals, which lists every approval in flight and its history.

Approve from One Inbox

Open the Approval Inbox for everything waiting on you, across all document types. Review the document behind each request, then approve or reject it. Decisions take effect immediately, and the requester can see the outcome.

Note

Separation of duties is enforced, not suggested: the person who submits a document cannot be its approver. That’s a rule the system applies — an auditor’s favorite sentence.

Screens in This Area

Screen	What it’s for
Approval Inbox	Everything waiting on you, across document types
Approvals	Every approval in flight, plus history