Every document that can be approved has an Approvals tab with the Approval timeline: each level's action — Approved (green), Rejected (red) or Comment (blue) — with who acted, when, and their note, and an Awaiting level N tag while pending. From here an approver can Approve (optionally with a note), Reject (reason required) or Add comment without deciding; the submitter can Cancel request to withdraw it.
14.4Acting from the document
Chapter 14 · Approvals·1 min read
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14.2The Approvals page in each moduleOpen Approvals in the module's sidebar — for example Purchases → Approvals. The page has up to three tabs. Waiting on me Every request in this module…Approvals5.2The sales document lifecycle at a glanceDocument Statuses Posts to the ledger when… Estimate Draft → Sent → Approved / Rejected / Expired → Converted Never — a quote has no accounting impact.…Sales14.1Submitting a documentFor each document, submitting means the action that would normally post it — Mark as open, Publish, Mark as delivered, Issue — which instead sends it for…Approvals14.5NotificationsApprovers are notified (bell and, if enabled, email) when a request reaches their level; the notification names the document by its number and opens the…Approvals