Overview of the approval process
Approving expenses in any organization should be a quick, streamlined, and easy-to-understand process, which benefits both the organization and its employees.
After an expense has been created and submitted, it is sent to the assigned approver, who reviews it and either accepts or rejects it.
Refer to the following table for more details around the approval and rejection workflows.
| To | See |
|---|---|
| Approve purchase documents, expenses, and sales documents across companies that you have access to | Using the Continia Web Approval Portal |
| Approve documents | Approving Documents |
| Reject documents, thereby dismissing them but retaining them in the database (as opposed to deleting them entirely), and specify rejection comments | Rejecting Documents |
| Ensure accurate financial processing and compliance by being able to edit a posting | Editing posting in the web approval portal |
| Automatically forward approval tasks to another approver for a set period of time | Approval sharing |
| Set up the Web Approval Portal and configure users for it | Setting up Web Approval |