What it does
Define approval templates with stages and conditions. Requests wait in each approver's inbox, substitutes cover holidays, and everyone is notified when a decision is made.
Key features
Setup
- Approval templates and stages
- Request types
- Substitutes and delegation
Daily use
- Approval inbox
- My requests and status
- Monitor for administrators
- Notifications
Screens from this module
Real screens, shown with sample data.
How it works
- 1
Define templates and stages
- 2
A document needs approval
- 3
Approvers decide in their inbox
- 4
The document continues
Reports & dashboards
- Approval dashboard
- Decision history
- Pending approvals by age
Related modules
Sales documents
Quotations, orders, deliveries, invoices, returns, credit notes, salesmen and targets.
Sales & POSPurchasing
Purchase requests, orders, goods receipt, landed costs, A/P invoices and returns.
Supply chainHR & Payroll
Employees, attendance devices, leave, payroll, loans, end of service and self-service.
PeoplePlatform & Security
Multi-company, branches, user authorisations, numbering series, four languages, cloud or on-premise.
Platform
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