Approval workflow (kinnitusring) defines who must approve purchase invoices and in which order — mainly on Incoming purchase invoices.
Setup
Settings → Company settings → Approval workflow
Add steps: name, responsible people, mode (Anyone / Everyone), require tag, send to accountant after step, skip rules by tag / supplier / amount.
Daily use
- Open an invoice from Incoming purchase invoices.
- Follow the chain; when it is your step: Approve or Decline.
- If not your step, you can Save but not approve.
- After all steps, the invoice appears under Purchase invoices.
Filters on purchase invoices: My approvals · Awaiting approval · Approved · Rejected.
Related: Incoming purchase invoices, Purchase invoices.