Sequential approvals

Sequential approvals are a series of steps where people or groups review documents or requests in a set order.

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. This function is an extension of our existing Manager Approvals function and provides two main capabilities:

• Enable sequential manager approvals for a single transaction entry. For example, the record must be approved by one supervisor and then by another after the first approval.
• Define manager approvals based on rules, not on individual employee approvers or supervisors. This function uses the existing manager approval structure but triggers the creation of manager approvals records in an alternative way. After that point, the process for approving documents by managers remains unchanged.
  
  

Transactions Types 

• Supplier Invoices 
• Expense Claims 
• Credit Cards
• Purchase Orders
• Client Job Invoices (Draft)
• Client Job Invoices (Final) 
• Weekly Time Sheets
• Journals

Approval Data Type 

• Billable Costs 
• Billable Costs Exceeds Estimate
• Non-Billable Cost
• Weekly Timesheet
• Client Job Invoice
• Journal
• Interoffice Journal

Approver Type

• Specific Approver
• Transaction Creator 
• Supervisor of Transaction Creator 
• Supervisor of Employee
• Department Head of Employee
• Approver Nominated on Transaction
• User Access Group
• Job Manager 
• Job Production Manager
• Department Head