Setting up and Enabling Approval Center Workflows

For all Approval Center record types, you need to set up and enable the approval workflow configuration.

An approval workflow identifies the steps in an approval process and the employees who are assigned to approve a record for each step.

Setting up the Approval Workflow

For all Approval Center record types, you set up and configure the approval workflow in Settings > Workflow > Approval Workflows in the desktop application. This configuration is at the system level, so if your firm uses multiple companies, you create the workflows for all your companies here. Or, you can create a single approval workflow to be used by all companies.

Enabling and Assigning Approval Workflows to Use

In the Approval Center, approvers can view all records that are currently assigned to them. Managers can use the Approval Center to view all records assigned to their employees. Administrators can use the Approval Center to quickly identify past due assignments and approvals.

After you create and configure an approval workflow, you turn on the use of the approval workflow for an application and specify the approval workflow it will use in the following locations:

Record Type	Configuration Location
Absence Requests	Absence Accrual Setup tab in Settings > Advanced Accounting > Time Analysis in the desktop application.
Expense Lines	Expense Approvals tab in Settings > Expense.
Expense Reports	Expense Approvals tab in Settings > Expense.
Timesheets	Time Approvals tab in Settings > Time.
Timesheet Lines	Time Approvals tab in Settings > Time.