Workflow & Approvals
Approval flows, steps and document routing.
Overview
Workflow drives multi-step approvals across the system. Documents — accounting entries, certificates and more — route through configurable steps, each with its own approvers and rules, so nothing is finalised until the right people have signed off.
Key features
Approval steps
Sequential steps, each with its own approvers and conditions.
Routing
Route any supported document through the right chain.
Audit trail
A complete history of who approved what, and when.
How to use it
1. Define an approval flow
Configure sequential steps, each with its own approvers and conditions.
2. Attach it to documents
Route accounting entries, certificates and other supported documents through the flow.
3. Approve step by step
Each approver signs off in turn; nothing finalizes until the whole chain completes.
4. Audit
Review a complete history of who approved what, and when.
Roles & permissions
Workflow permissions govern flow configuration and who may approve; approvers are assigned per step. Accounting-document approval and certificate issuance both run through this same engine.
Questions about this module
What can be routed through a flow?
Any supported document — for example accounting entries and certificates.
Can a step have multiple approvers?
Yes — each step defines its own approvers and rules.
Is there an audit trail?
Yes — every approval is recorded with who acted and when.
Need help with Workflow & Approvals?
Open a support ticket and our team will assist you.