Approvals

Overview#

You can review and approve transactions from your phone or any browser. A transaction appears for approval when:

• It uses Checklists.
• It is in its approval status.
• It has outstanding checklist items.
• You can approve one or more of those items, as a user or as an administrator.

Transactions List View#

Lists the transactions waiting for your approval, grouped by Transaction Type and ordered by priority. Each shows the transaction number (for example, the Work Order number), the customer name and the reference.

• Priority transactions appear in red.
• A group marked (Admin) can only be approved by an administrator.

Transactions Detail View#

Buttons Explained#

Items Tab Explained#

• The number of items, and the transaction's currency and totals excluding and including VAT.
• For each item: its number on the transaction (#), Description, QTY, Unit Price and Total.
• An item's note appears in blue below the item.

Checklists Tab Explained#

• The administrators who may approve all the items.
• Each checklist item, with an icon: its colour shows the item's approval status and its letters show the item's type.
  • Colours:
    • Red: Waiting
    • Yellow: Ready
    • Green: Approved
    • Grey: Declined
  • Letters:
    • M: Manual
    • MH: Manual (Head)
    • MM: Manual (Manager)
    • MR: Manual (Requestor)
    • ML: Manual (Limit)
    • A: Auto
    • O: Override
• Below each item, icons with the names of everyone who may approve it, or the date if it was approved automatically.

Notes Tab Explained#

The transaction's notes, with who added each one and when. Only appears if the transaction has notes.

Attachments Tab Explained#

The transaction's attachments. Tap one to open it in a new browser tab. Only appears if the transaction has attachments.

Context Menu#

Approval Email#

From the desktop app, you can email someone a request to approve a transaction. The email has a link that opens the transaction in the mobile app.