Approval System

The Approval System routes selected transaction drafts to the right people before they are posted or finalized.

For transaction submitters

1. Complete the draft and review all dates, amounts, accounts, locations, dimensions, and attachments.
2. Submit it for approval.
3. Track its status from the relevant transaction page or approval history.
4. Correct and resubmit a rejected draft according to the approver's reason.

For approvers

1. Open Approval Dashboard.
2. Review the business purpose, amount, supporting documents, and policy compliance.
3. Choose Approve, Reject, or another available action.
4. Enter a useful reason when rejecting or requesting a correction.

For administrators

• Create workflows in Approval Workflow Rules.
• Set roles, levels, approver counts, thresholds, conditions, escalation, and delegation.
• Test each workflow with low, medium, and high-value examples before activation.
• Keep segregation of duties and self-approval restrictions aligned with policy.