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Approvals & Workflow Control

The Approvals module enforces organizational control over sensitive transactions. It ensures that high-value documents are reviewed by authorized managers before they impact the general ledger.

Sidebar → Approvals

⚙️ How it Works

The system uses a generic approval engine that intercepts documents based on your business rules:

  1. Approval Rules: Admins define which documents need sign-off.
  2. Criteria: Set financial thresholds (e.g., "Purchase Orders > 10,000 AED").
  3. Authorization: Assign a required role (e.g., "General Manager") to approve these specific items.
  4. Approval Inbox: Managers can view all pending requests in a centralized list.
  5. Contextual Preview: Click on any request to see a summary of the document (items, prices, vendor/customer) without leaving the inbox.

🔄 The Approval Lifecycle

  1. Submission: A user saves a document that meets a threshold rule.
  2. Pending: The document is locked for editing and an alert is sent to the designated approvers.
  3. Decision:
  4. Approve: The document is released for posting or delivery.
  5. Reject: The approver must provide a reason. The document is returned to the submitter for correction.

✅ Approval Business Rules

  • Non-Circumvention: Users cannot approve their own high-value submissions.
  • Audit Traceability: The system logs every approval action, including the user, timestamp, and any rejection notes.
  • Sequential Flow: Support for multi-level approvals (e.g., Department Manager -> CEO) for extremely high-value transactions.

Operational Tip: Enable "WhatsApp Notifications" in the Communication Hub to receive approval alerts directly on your phone.