There are essentially two ways to approve a document in Zahara, either from the website or from a link set in an approval email. If you are finding the approval process to be slow when approving from an email link, then it’s likely being caused by ...
What are Ad Hoc Approvals? In Zahara you can create as many pre-determined Approval processes as you need – for purchases and for invoices. These rely on logic to determine who the approver is or indeed if the Purchase or Invoice needs to go for ...
Dashboard > Approver An approver can login and see all of the Orders waiting for approval as shown below. They can multiple select and batch Approve or Reject or click against individual PO Numbers to see the full Narrative. Once Approved or ...
There are times when you need your approvers to also code an invoice. Coding can include the Account code (ledger / nominal), the Cost Code or the Project code. You can create an approval set that requests / demands the user takes action. Edit your ...
Group Approvals – With approvals you usually want somebody to take ownership and to take action. Group Approvals are for those who have a team of people where anyone in the team can approve. Perhaps its a project team or a flat authority. You can ...