Approvals

• Reviewing Approvals as an Approver

  This article explains how to review and act on an approval request you've been assigned — from the notification email through to approving or rejecting the submission.Audie...

• Set Up Standard Approval Routes

  This article explains the components that allow the system to automatically determine the correct approvers for various submission types and values. Understanding these com...

• Custom Approvals Fields & Values

  This article defines the available fields and values when setting up custom approvals, which allow the submitter to manually select approvers. These options provide flexibi...

• Configure Escalation Based on Individual Approval Limits

  This article explains how the system automatically escalates approval requests to a supervisor if an assigned approver's financial limit does not cover the submission valu...

• Approval Email Notifications

  This article outlines the different types of email notifications sent during the approval process, detailing when each email is sent and what information it contains.Key In...

• Modify an Approval Route

  You can modify an automatically generated approval route before submission if your administrator has enabled 'Custom approvals'. Use this feature primarily if the generated...

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