ProductCommunication
Approvals
User guide for Approvals in the Numezis company portal.
Overview
Request and approve financial documents using canonical approval policies.
Where in the app
/c/companies/:companyId/approvals/c/companies/:companyId/settings/approval-templates
Step-by-step
- Submit a document for approval from its detail page. (UAT-C-COMM-APPR-001)
- Approvers receive tasks in the inbox. (UAT-C-TSK-TPL-001)
- Approve or reject with a mandatory comment when required. (UAT-C-TSK-APPR-001)
- Posted documents proceed to payment or ledger steps. (UAT-C-TSK-APPR-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-TSK-APPR-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-TSK-APPR-001)
Permissions and modules
Approval policies assigned via groups.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
communication.approvals.request-and-approve | Request and Approve Company Approvals | approvals | required | Request and Approve Company Approvals | high | UAT-C-COMM-APPR-001 |
tasks.approval-templates | Legacy Workflow Approval Templates | tasks | optional | Legacy Workflow Approval Templates | medium | UAT-C-TSK-TPL-001 |
tasks.approvals-refresh | Multi-Tier Visual Approvals Refresh Consistency | approvals | optional | Multi-Tier Visual Approvals Refresh Consistency | high | UAT-C-TSK-APPR-001 |