Approvals
User guide for Approvals in the Numezis company portal.
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.
- Approvers receive tasks in the inbox.
- Approve or reject with a mandatory comment when required.
- Posted documents proceed to payment or ledger steps.
Permissions and modules
Approval policies assigned via groups.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
communication.approvals.request-and-approve | Request and Approve Company Approvals | high | UAT-C-COMM-APPR-001 |
tasks.approval-templates | Legacy Workflow Approval Templates | medium | UAT-C-TSK-TPL-001 |
tasks.approvals-refresh | Multi-Tier Visual Approvals Refresh Consistency | high | UAT-C-TSK-APPR-001 |