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Approvals FAQ

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Approvals FAQ

Here is a quick list of FAQs



How can I tell if something is approved? 

You will see a green icon if a document has gone into a workflow and been approved.


What does a grey approval icon mean?

This means a document hasn’t actually gone into a workflow. You can set the Default approval workflows in the Division.


How can I see where an approval is in the process? 

Just click the approval icon – the workflow steps will then be revealed. 


Where can I edit an Approval workflow? 

Head into the relevant Division, into the Workflow tab, find the workflow in the list and edit it.


How can I select a workflow from a list when raising an order or invoice? 

The user will need the admin role to do this. 


Can I export an invoice after it’s approved?

Yes, you can export an invoice automatically on approval,  provided the export is one of the sync based ones and not a flat-file.


Can I just select an approver from a list of approvers?

Yes for invoice approvals you can use Ad Hoc approvals as well as rules-based approvals.


Can I be warned if something isn’t received? 

Yes. You can use the GRN condition in an approval workflow.


Can I make someone code the invoice as part of an approval? 

Yes. Every step can be a coding approval as well. 


Can I have more than one person approve something?

Yes. You can create multi-step approvals. 


Can I have an approval based on the nominal / GL code?  

No. We don’t support that. 


Can I send the PO to the supplier automatically?

Yes, there is a workflow step for this you can add. 


Can I email someone when something is approved?

Yes you can send emails as part of a workflow.


Can I approve on the mobile app? 

Yes. The Mobile app support approvals. 


Can I notify a subcontractor when their invoice is approved?

Yes you can send an email to a supplier as part of an invoice approval.


Can I use Teams/Slack for approval messaging?

Yes. We integrate with Zapier and Flow so you can send messages using these two.


Is there a supplier approval process? 

Not yet but you can certainly notify finance when a new supplier is created using Zapier. 

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