Approval
Use the Approval module to approve and reject entries, records, and tasks. It contains the following submodules:
- Absence Entry Approval
- Finance Account Approval
- Finance Journal Approval
- HMRC VAT Return Approval
- Job WIP Adjustments Approval
- Material Entry Approval
- Mileage Entry Approval
- Payment Proposal for Approval
- Personal Expense Approval
- Price Quote Approval
- Purchase Order Approval
- Resource Approval
- Sales Invoice Approval
- Task ETC Request
- Task Approval of the User's Completion
- Creditor Invoice Approval
- Task Resource Booking Approval
- Time Entry Approval
- Related Topics:
- Absence Entry Approval
Use Absence Entry Approval under Tasks to view the list of absence entries that you need to approve. It enables you to approve and reject absence entries. You can also display booking information and add approvers. - Finance Account Approval
Use Finance Account Approval under Tasks to view the list of finance account records that you need to approve. It enables you to approve or reject finance account records. You can also edit creditor information, default values, and payment and payment proposal settings. - Finance Journal Approval
Use Finance Journal Approval under Tasks to view the list of finance journal records that you need to approve. It enables you to approve and reject finance journal records. - HMRC VAT Return Approval
Use the HMRC VAT Return Approval under Tasks to view the list of HMRC VAT returns that you need to approve. It enables you to approve and reject HMRC VAT returns. - Job WIP Adjustments Approval
Use Job WIP Adjustments Approval under Tasks to view the list of job WIP adjustment records that you need to approve. It enables you to approve, reject, and view the approvals of job WIP adjustment records. - Material Entry Approval
Use the Material Entry Approval under Tasks to view the list of material entries that you need to approve. It enables you to approve and reject material entries. You can also add and delete approvers and manage and respond to material entry-related conversations. - Mileage Entry Approval
Use Mileage Entry Approval under Tasks to view the list of mileage entries that you need to approve. It enables you to approve and reject mileage entries. You can also add and delete approvers and manage and respond to mileage entry conversations. - Payment Proposal for Approval
Use Payment Proposal for Approval under Tasks to view the list of payment proposals that you need to approve. It enables you to approve and reject payment proposals. You can also toggle approver details, which show approvers and details. - Personal Expense Approval
Use Personal Expense Approval under Tasks to view the list of personal expense records that you need to approve. It enables you to approve and reject personal expense records. Using the Details sidebar, you can also upload, delete, and download expense receipts, add and delete approvers, and manage and respond to personal expense-related conversations. - Price Quote Approval
Use Price Quote Approval under Tasks to view the list of price quotes that you need to approve. It enables you to approve and reject price quotes. You can also add approvers and view job cards and price cards. - Purchase Order Approval
Use Purchase Order Approval under Tasks to view the list of purchase orders that you need to approve. It enables you to approve and reject purchase orders. You can also print PO reports and open job cards and purchase orders. - Resource Approval
Use Resource Approval under Tasks to view the list of resources that you need to approve. It enables you to approve and reject resources. You can also toggle resources by active state and status and view details in the entry card. - Sales Invoice Approval
Use Sales Invoice Approval under Tasks displays the list of sales invoices that you need to approve. It enables you to approve and reject sales invoices. - Task ETC Request
Use Task ETC Request under Tasks to view the list of estimated time of completion (ETC) requests for tasks that you need to approve. It enables you to approve and reject ETC requests. - Task Approval of the User's Completion
Use Task Approval of the User's Completion under Tasks to view the list of completed tasks that you need to approve. It enables you to approve and reject completed tasks. You can also add approvers and open task cards. - Creditor Invoice Approval
Use Creditor Invoice Approval under Tasks to view the list of creditor invoice vouchers that you need to approve. It enables you to approve and reject creditor invoice vouchers. You can also upload or download, park or cancel parking, and view and update the payment information and line details of invoice vouchers, add and remove approvers, and view and respond to creditor invoice-related conversations. - Task Resource Booking Approval
Use Task Resource Booking Approval under Tasks to view the list of task resource bookings that you need to approve. It enables you to approve and reject task resource bookings. You can also open task cards, if needed. - Time Entry Approval
Use Time Entry Approval under Tasks to view the list of time entries that you need to approve. It enables you to approve and reject time entries. You can also view the different time entry details in the sidebar.
Parent Topic: Tasks