Approvals & workflows
Who approves what, and how a document moves from received to booked.
5 articles
- How approval works: controller, project team and finance A transaction is reviewed level by level: the controller checks it, the project team approves it, finance releases it for export. Who sits where is set per project.
- Approve or reject a transaction Open Approvals, see what is waiting for you across projects, check the invoice and its issues, and approve, reject or waive.
- Payment approval rules Seven checks that run on every invoice before approval, each set to Info, Warning or Block with your own thresholds.
- Budget approval and signers Who has to sign off a budget before it is published, and what approving a budget does to its work budget.
- Bulk approval in the Finance hub Finance approves validated invoices in one go from the Approval tab. Approved items move to Export.
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