Approvals

You can enable and configure an approval workflow for bills that require review before scheduling. This feature gives the super admin full control to ensure proper checks and balances before payments are processed.

The super admin or admin can define approval rules based on specific conditions, such as bill amount thresholds (for example, approval required for bills over $5,000).

Once the conditions are set, the super admin or admin can assign required approvers based on their roles. The approval workflow can be configured so that:

Any one approver (Admin, Approver, Accountant, or Super Admin) can approve the bill, or
All assigned approvers must review and approve the bill before it can proceed.

Each team member receives a notification when a bill requires their attention. They can review the details, approve, or reject with comments. Once final approval is received as per the set rules, the bill can be scheduled for payment.