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.
Can I aprove from the orders list view?
Yes you can, if you select any orders you can click the actions menu and from here you will see the approve or reject buttons.
Can I aprove from the invoices list view?
Yes you can, if you select any Invoices you can click the actions menu and from here you will see the approve or reject buttons.