Purchase approval workflows

Overview

Approval policies route bills and other documents through tenant-defined rules before posting or payment.

Where in the app

• Accounting → Approval policies — /c/companies/:companyId/accounting/config

Step-by-step

1. Open Accounting → Config → Approval policies (canonical store). (Expected: policy list.) (UAT-C-APPROVAL-001)
2. Create or edit a policy with thresholds and approver groups. (Expected: policy version saved.) (UAT-C-APPROVAL-001)
3. Trigger a bill above threshold. (Expected: approval instance created; submitter sees pending state.) (UAT-C-APPROVAL-001)
4. Approver opens Approvals inbox and approves or rejects. (Expected: audit event; bill status updates.) (UAT-C-APPROVAL-001)
5. On reject, submitter fixes data and resubmits. (Expected: new approval round per policy.) (UAT-C-APPROVAL-001)
6. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-APPROVAL-001)

Permissions and modules

Accounting approval automations; approver groups with APPROVALS:* permissions.

Related

• bills
• approvals