Purchase approval workflows
Approval policies and automations for bills and spend.
Approval Workflows in Numezis supports audited workflows in the company portal.
Where in the app
/c/companies/:companyId/settings/approval-policies
Step-by-step
- Sign in to the company portal.
- Open the module from the sidebar.
- Create or open the relevant record.
- Complete validation and submit.
- Review results in related lists or reports.
Permissions and modules
Requires the module to be enabled for your company and appropriate group permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
accounting.approval-automations | Workflow Logic and Approval Automations | high | UAT-C-TSK-AUTO-001 |