A single module manages approval workflows for Sales Orders, Purchase Orders, Customer and Vendor Invoices, and Expense Reports. Configure your approval rules once and enforce them consistently across every business transaction.
Why it matters: Eliminates the need to install, configure, and maintain separate approval modules for each document type.
The module ships with pre-built approver roles ready to use upon installation. Create additional custom roles aligned with your organization's specific hierarchy — department heads, finance controllers, procurement managers, or any authority level.
Why it matters: Your approval structure mirrors your actual organizational chart without custom development.
Build approval routes that define the exact sequence of approvers a document must pass through before final authorization. Each route can include multiple stages with different approver roles, creating true multi-level approval chains.
Why it matters: High-value transactions get the oversight they require while routine operations move through faster paths.
Define approval routes that activate based on document value. Route low-value transactions through a simplified path while directing high-value orders, invoices, or expenses through progressively more senior approvers.
Why it matters: Approval effort scales proportionally with financial risk — a $200 office supply purchase does not require the same process as a $50,000 vendor invoice.
Configure a deadline (in days) for each approval stage. If an approver does not act within the specified timeframe, the system automatically advances the document to the next stage or transitions it to approved status.
Why it matters: No single unresponsive approver can indefinitely block purchase orders, sales confirmations, invoice processing, or employee reimbursements.
Automated email notifications reach relevant parties — document creators, current approvers, and next-in-sequence approvers — at each stage of the approval process across all four document types.
Why it matters: Everyone stays informed without manual follow-up, reducing status inquiries to zero and accelerating response times.
Document forms display live approval status reflecting each approver's real-time action or deadline-triggered transition. At a glance, anyone authorized can see who has approved, who is currently reviewing, and what stage the document is at.
Why it matters: Complete audit trail and transparency eliminate confusion about approval progress across all business documents.
