Approval FAQ's

Approval FAQ's

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 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

You need the admin role to do this. 

Can I export an invoice after its approved

Yes you can export an invoice automatically on approvals 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 

Not yet but you will be able to soon. You can approve using email on a mobile though.

Can I notify a sub contractor 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

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