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Approval Types
Approval Types
1. Approval Types
General Tab
Allow adding attachments during workflow: Enables users’ ability to add attachments to entries under review.
Allow editing attachments during workflow: Ena...
Approval Groups
Approval Groups
Settings > Document Approval > Approval Group
This screen allows you to set up settings for document approval. To learn more about these settings, use the topics below.
Main Menu Buttons
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Approval Tables
Approval Tables This screen displays all created Approval Tables. The list grid may be limited by Approval Source (Purchase Order, Journal Entry, Invoice, or Payment batch). Menu Buttons New: Opens the new Approval Group add sc...
Approval Options
Approval Options Use distribution accounts to assign approvers to entries: Activate default account segments to assign to Approval Groups. Up to two segments may be selected. When a default account segment is applied to an Approval G...