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Assistants, portals and administrationSettings and administration
  1. 22.1Organization
  2. 22.2Team & Access
  3. 22.3Communication
  4. 22.4Sales
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  6. 22.6Accounting
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  8. 22.8Approvals
  9. 22.9CRM and HRMS
  10. 22.10Developer
  11. 22.11Integrations
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22.8Approvals

Chapter 22 · Settings and administration·1 min read

Approval rules moved out of Settings: each module manages its own on the Rules tab of its Approvals page (Chapter 14, section 14.2), and My approvals in the top bar shows every module's rules to rule managers. Old links to Settings → Approval Rules open that page.

Related articles

14.3My approvalsThe My approvals button in the top bar opens the same page across every module: everything waiting on you, with a Module column and filter. Rule managers…Approvals14.2The 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…Approvals2.3The top barFrom left to right, on every page inside a module: Collapse / expand — narrows the rail to icons. Module switcher — the current module's name. Click it to…The Workspace and finding your way around7.3Statuses, approval and publishingStatus Meaning Draft Saved; no effect on the books. Editable. Published Posted to the ledger. Locked — Unpublish to edit. Publish posts the expense. If an…Expenses
← Previous · 22.7InventoryNext · 22.9 →CRM and HRMS
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  1. 22.9CRM and HRMS
  2. 22.10Developer
  3. 22.11Integrations
  4. 23.1Notifications
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