Approvals

Approvals is a central queue where documents that need sign-off — quotations, budgets, purchase orders, and invoices — are routed to the people allowed to approve them.

What gets routed

Some document types flip the source document’s status when a final decision is made:

• Quotation
• Budget
• Purchase Order
• Invoice

Other types can also be tracked through the queue without changing a finance status:

• Contract
• Vendor Onboarding
• Event Kickoff
• Social Post
• Other

Multi-step chains

Routing follows an approval policy per document type, with ordered steps:

• Each Approve advances the request to the next step, and the request stays Pending.
• Only the last approver’s Approve finalizes the request as Approved.
• A Reject at any step is terminal — it ends the chain immediately.

On a final decision, the source document updates atomically:

The queue (list)

The list opens on Pending by default and offers tabs:

• Pending (shows a live count badge)
• Approved
• Rejected
• All

Each row shows:

• The document reference (links to the source document)
• Type
• Status
• Requested date
• Last action
• A Review link

The list renders as a table on desktop and as cards on mobile.

Review screen, step by step

1. Open a request from the queue.
2. A top card shows the request metadata.
3. An inline document preview appears. For Quotation, Invoice, and Purchase Order the actual branded document is embedded in a panel (with an Open in new tab link) so you read it before deciding. Other types show a deep link to the source instead.
4. An action-history list shows prior decisions, comments, and timestamps.
5. If the request is still Pending, a decision form offers Approve, Reject, Request Changes, and Comment, plus an optional comment box.

Notifications

When a request lands on a step, the named approver of that step receives an in-app notification.

Permissions

The permission needed to push a decision depends on the document type. Anyone can open the queue, but acting requires the matching approve permission. Commenting needs only the read permission for that type.

Next

• Quotations
• Invoices
• Purchase orders