Your queue
Open Approvals in the sidebar. The Pending tab shows every transaction that needs your approval, across all projects: supplier, reference, project, amount and the approvers with their level. The summary says how many are waiting across how many projects. When there is nothing, it says "Nothing to review".
Check
Open a transaction. You see the document, the lines with their cost types and projects, the linked purchase orders as chips, and the issues the rules raised with their severity.
Decide
- Approve: the transaction moves to the next level, or to finance when you were the last.
- Reject: it goes back to the controller with your note. The supplier is not informed automatically; use Request correction for that.
- Waive: approve despite a warning, with a note that says why. A block cannot be waived; it must be resolved.
Approved transactions move to the History tab, where you can look back at what you approved and when.
Nobody can approve
If a transaction is waiting for a level that has no approver on the project, choose Notify missing approvers. The project owner receives a notification to assign someone under Project team.
Tip: The badge on Approvals in the sidebar shows your pending count. Approvals are also in the mobile app as read-only; the decision itself is made on the web.