Approval Dashboard
Use the Approval Dashboard to review drafts waiting for your decision and to see their age, amount, workflow level, and current status.
Review pending work
- Filter by transaction type, status, location, date, or other available criteria.
- Open a draft and review its full details and supporting documents.
- Confirm that the request is within policy and within your authority.
- Choose Approve or Reject. Use delegation only when policy and configuration permit it.
- Enter a meaningful comment, especially for a rejection or exception.
What to check
- Correct requester, company, date, location, currency, and amount.
- Correct supplier, customer, employee, bank account, or stock item.
- Supporting quotation, invoice, contract, receipt, or explanation.
- Correct account, dimension, tax, and policy treatment.
- No duplicate request or evidence of split transactions intended to avoid limits.
Important: Approval confirms that you reviewed the transaction under your organization's policy. Do not approve based only on the dashboard summary.