Configure Approvals
In order to set up the approval process for your transactions, Approvals must be configured separately for each module. In this help document, you will learn how to configure approvals for a module and how to disable it.
Configure Approvals for a Module
Note: Approvals is currently available in Quotes, Sales Orders, Invoices, Retainer Invoices, Credit Notes, Purchase Orders, Purchase Receives, Bills, Payments Made, Vendor Credits, Transfer Orders, Inventory Adjustments, and Custom Modules.
To configure Approvals for a module:
- Go to Settings in the top right corner of the page.
- Navigate to the module for which you want to configure approval.
- Click the Approvals tab.
- By default, the approval type will be set to No Approval. You can select the preferred approval type.
| Approval Type | Description |
|---|---|
| No Approval | Further actions can be performed on transactions without the need for approval. |
| Simple Approval | Any admin or approver can approve the transaction. Further actions can be performed only after the transaction is approved. |
| Multi-Level Approval | Set up to 10 levels of approval. Further actions can be performed only when all the selected approvers approve the transaction. Click Add New Level to add another level of approver and select the approver. |
- Check the Allow approvers to approve the transactions they create option under Approval Preferences if you want approvers to approve the transactions they create.
- Click Save.
Now, whenever a transaction is created, further actions can be performed on transactions only after they are approved.
Disable Approvals for a Module
You can disable Approvals for a module. Here’s how:
- Go to Settings in the top right corner of the page.
- Navigate to the module for which you want to configure approval.
- Click the Approvals tab.
- Click No Approval under Approval Type.
- Click Save.
With this, approval will be disabled for the module.
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Notification Preferences
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