02 - Approval Workflow

1. Transaction is Created

A user creates a bill, invoice, journal, or payment and clicks Submit for Approval (instead of Post).

2. Approval Rule is Triggered

The system checks:

• Type of transaction
• Amount thresholds
• Entity or GL mapping
• Submitter’s role

If matched, the request is sent to the configured approver.

3. Approver Notification

• Approver is notified via Salesforce Notification, Email, or Chatter.
• The transaction is marked as Pending Approval.

4. Approve or Reject

• Approver can review the details.
• Click Approve to finalize or Reject to send back for revision.

5. Post-Approval

• Upon approval, the transaction is automatically posted.
• Rejected transactions are returned to draft state with comments.

Configuring Approval Rules (Admin Only)

Admins can configure the approval rules using the Salesforce standard Approval Process:

• Define conditions (amount > ₹1,00,000, specific GL, etc.)
• Assign approval steps and fallback approvers
• Configure notifications and time limits

You can also:

• Allow multiple approvers (sequential or parallel)
• Set auto-escalation if no response within a timeframe