Approvals is the workflow area where finance approval requests are reviewed and acted on. When something requires sign-off — such as a bill — an approval request is created and appears here for the right person to approve or reject.
Where to find it
From the Accounting menu, open Approvals. By default the list shows pending requests.
Request statuses
- Pending — awaiting a decision.
- Approved — approved by a reviewer.
- Rejected — turned down with a reason.
- Expired — a pending request that passed its expiry date.
What you’ll see
- Counts of pending requests, plus approved and rejected requests from the last 30 days.
- Each request shows who requested it, the approver, and the related item.
- An approval detail page shows the request along with an audit trail of the related item.
What you can do
Tip: Pending requests that pass their expiry date are automatically marked as expired when the list is opened.