Approvals Module

The Approvals module manages multi-level approval workflows across all business processes, ensuring proper authorization and compliance for critical business decisions.

Overview

The Approvals module enables you to:

• Configure approval workflows
• Define approval rules and conditions
• Manage approval delegations
• Track pending approvals
• Automate approval notifications
• Monitor approval metrics

Key Features

🔄 Approval Workflows

Design multi-level workflows with sequential or parallel approvers and conditional routing. Learn more →

📋 Approval Rules

Define conditions, thresholds, and automatic routing based on business criteria. Learn more →

👥 Delegations

Delegate approval authority during absences with automatic routing. Learn more →

📊 Approval Dashboard

Centralized view of pending, approved, and rejected items across all modules. Learn more →

🔔 Notifications

Configure alerts, reminders, and escalations for timely approvals. Learn more →

Module Integration

Approvals integrate with:

Module	Approval Types
Purchase	POs, requisitions, invoices
Sales	Quotations, discounts, credit
Finance	Journals, budgets, payments
HRM	Leave, expenses, payroll
Projects	Time, budgets, changes

Getting Started

Initial Setup

1. Define Approval Types

   • Identify documents needing approval
   • Determine approval criteria
   • Set threshold amounts

2. Create Workflows

   • Design approval chains
   • Assign approvers by role
   • Configure escalation rules

3. Set Up Notifications

   • Configure email alerts
   • Set reminder schedules
   • Define escalation paths

Quick Navigation

Task	Location
View pending approvals	Approvals → Dashboard
Create workflow	Settings → Approvals → Workflows
Manage delegations	Approvals → Delegations
View history	Approvals → History

Approval Flow

Standard Process

Request Submitted → Routed to Approver(s) →
Review & Decision → Approved/Rejected →
Notification Sent → Action Executed

Multi-Level Example

Purchase Order $50,000

Level 1: Department Manager
    ↓ (Approved)
Level 2: Finance Director
    ↓ (Approved)
Level 3: CFO
    ↓ (Approved)
PO Released

Approval Actions

Action	Description	Result
Approve	Accept request	Proceeds to next level or completes
Reject	Deny request	Returned to requester
Return	Need more info	Sent back for revision
Delegate	Pass to another	New approver assigned
Escalate	Move up chain	Higher authority notified

Dashboard Overview

The Approvals Dashboard displays:

• Pending - Awaiting your approval
• My Requests - Items you submitted
• Recent Actions - Latest decisions
• Overdue - Past SLA items
• Delegated - Items you delegated
• Statistics - Approval metrics

Best Practices

📋 Workflow Design

• Keep workflows simple
• Clear escalation paths
• Reasonable SLAs
• Proper thresholds

👥 Approver Management

• Assign backup approvers
• Set up delegations
• Regular role reviews
• Training on policies

⚡ Efficiency

• Timely responses
• Mobile approvals
• Batch processing
• Clear documentation

📊 Monitoring

• Track SLA compliance
• Identify bottlenecks
• Review rejection rates
• Optimize workflows

Configuration

Navigate to Settings → Approvals to configure:

• Workflows - Approval chains
• Rules - Routing conditions
• Thresholds - Amount levels
• SLAs - Response times
• Notifications - Alert settings
• Delegations - Delegation rules

Troubleshooting

Common Issues

Approval not routing

• Check workflow active
• Verify approver assigned
• Review conditions
• Check user permissions

Cannot approve

• Verify you're the approver
• Check delegation status
• Review item status
• Confirm permissions

Notifications not sending

• Check email configuration
• Verify notification enabled
• Review user preferences
• Check spam folder

Module Documentation

Explore detailed guides for each approval feature in the sections below.