Approvals
Approvals puts a second pair of eyes on a document before it posts to the books. Approval rules decide which documents need a decision; a document that matches a rule is held as pending approval when submitted; approvers decide on the module's Approvals page, from My approvals in the top bar, or on the document itself.
Approvals live in the module the document belongs to:
| Module | Documents that can require approval | Page |
|---|---|---|
| Sales | Invoices | Sales → Approvals |
| Purchases | Bills, Expenses, Purchase Orders, Requisitions | Purchases → Approvals |
| Accounting | Journals | Accounting → Approvals |
| Budgets | Budgets | Budgets → Approvals |
The Approvals item in each module's sidebar, and the My approvals button in the top bar, appear only for people who approve something or manage approval rules. A number on them counts what is waiting on you. Approval workflows require the Essentials plan.