Approval & posting settings

Accountability now offers agencies a choice between two options for managing approval workflows.

Single-Initial approval workflow

This option was used by agencies before the new Scenarios-based approval function became available.

Each expense/credit card header transaction requires a single approval by a nominated manager.
Once the single manager has approved them – these transactions become a supplier invoice that is available for review and posting by finance.
This function can be augmented by utilizing the supplier invoice manager approval – which allows setting approval rules for the individual lines of the expense/credit card once it receives manager approval.

Medium KB -Jul-17-2023-06-05-40-4835-PM

For more insights into single approvals and their workflow, simply click on any of the links provided below.

Have a question regarding the single approval workflow, click on one of the following FAQ links below.

Sequential approval workflow

Sequential approval is a multiple-approval scenario that requires validation at various stages before it is considered approved. Each step involves a designated person or group who reviews the request or document and decides whether to approve or reject it. If the request is approved, it moves on to the next step in the sequence for further review. This process continues until the final approval is granted or the request is denied.

Sequential Approvals - Journal

For more insights into sequential approvals and their workflow, simply click on any of the links provided below.

[About] Sequential approvals

Want to learn more about enabling sequential approvals for a specific transaction? Just click on any of the links below.