Settings
Approval Workflows
Configure approval rules for expenses, purchase requisitions, and more.
Approval workflows route documents through one or more approvers before they can be finalized. Navigate to Settings > Workflows.
Supported Workflow Types
- Expense claims - Require manager approval before reimbursement
- Purchase requisitions - Approve purchase requests before creating POs
- Bills - Approve bills above a certain threshold
Creating a Workflow
- Click New Workflow
- Select the workflow type
- Define approval steps (single approver, sequential, or parallel)
- Set conditions (e.g., amount thresholds)
- Assign approvers
Workflow Configuration
| Field | Description |
|---|---|
| Name | Workflow name |
| Type | Expense, Requisition, or Bill |
| Conditions | When this workflow applies (e.g., amount > $500) |
| Steps | Ordered list of approval steps |
| Approvers | Who can approve at each step |
Approval Process
- A document is submitted for approval
- The first approver is notified
- They can approve, reject, or request changes
- If approved, the document moves to the next step (if any)
- Once all steps are approved, the document is finalized
Notifications
Approvers receive notifications when a document is waiting for their review. Submitters are notified of approval or rejection.