How do I set up approvals?

Go to Settings → Workflow. An approval workflow decides which documents need sign-off, who signs them, and in what order.

Choose the document type, then add approval levels. One level means a single approver. Several levels means each must approve in turn before the document proceeds.

Route by amount when larger values need more scrutiny, so routine spending is not held up by the same process as significant spending.

A document waiting for approval is not posted and does not affect your accounts until it is approved.

Only Super Administrators can change workflows. Administrators can view them.

Try it in the live demo: Open workflow settings

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