Approvals

💡These articles explain how to set up approvals and how to approve transactions in the Approvals module.

Articles

  • Approvals Module: Lists the buttons, filters and fields for approving outstanding checklists on all transactions in one place.
  • Approving Transactions Tutorial: Shows how to approve transactions from the transaction edit view and the checklist view.
  • Setting up Approvals: Describes how to set up approval checklists for each transaction type and the approval item fields.

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