Approval Workflow
The approval workflow is the core mechanism in ccMonet for reviewing and authorizing documents. On the App, you can process pending approvals anytime, anywhere, with support for approving, rejecting, [adding approvers](#add-approver), and [reassigning](#reassign).
Approval Workflow
The approval workflow is the core mechanism in ccMonet for reviewing and authorizing documents. On the App, you can process pending approvals anytime, anywhere, with support for approving, rejecting, adding approvers, and reassigning.
Quick Start
When you receive an approval push notification, tap the notification to open the document detail page, review the content, and select "Approve" or "Reject" to complete the approval.
- Tap the push notification or go to
App > bottom "To-Do" tab > Approval tab - Tap the pending document to open the detail page and review the content
- If everything looks correct, select "Approve"; if there are issues, select "Reject" and provide a reason
- If you need someone else to also review, use Add Approver; if this is not your responsibility, use Reassign
Configuring approval flow templates (approval nodes, conditional branches, approver strategies, etc.) must be done on a computer.
Detailed Guide
Approver Operations
Approve / Reject
Entry: App > bottom "To-Do" tab > Approval tab > Tap a pending document
When you receive an approval notification, tap to open the document detail page. Here you can see:
- Who submitted it and the document amount
- Associated detail information
- Attachments
- Custom field information
If everything looks correct, select "Approve". If there are issues, select "Reject" and provide a rejection reason; the submitter will be notified.
After the current approval node is approved, if there are more nodes, the document moves to the next approver. Once all nodes are approved, the status changes to "Approved".
Add Approver
Insert a new approver into the current approval node.
Use case: You think another colleague should also review this document. After adding the approver, the new approver must also complete their review before the process moves to the next node.
Restriction: The target user must be in the organization and cannot be an existing approver on the current node.
Reassign
Transfer the approval authority entirely to another person.
Use case: This document is not within your area of responsibility, or you are on leave and need someone else to handle it. After reassignment, you are no longer part of that node's approval; the new person takes over.
Restriction: The target user must be in the organization and cannot be an existing approver on the current node.
Countersign
Countersign is a multi-approver mode: when an approval node has multiple approvers, all approvers must approve before the node is completed. If one person rejects, the entire node is rejected.
Use case: High-value approvals, multi-department joint reviews, or any scenario requiring confirmation from every approver.
Alternative Sign
Alternative sign is another multi-approver mode: when an approval node has multiple approvers, any one person's approval completes the node, and the other approvers are automatically skipped.
Use case: Multiple managers have the authority to approve, and it does not matter who processes it first.
Approval Notifications
| Trigger Event | Notified | Notification Method |
|---|---|---|
| Entering Under Review | Current approver | Push notification |
| Approved | Submitter | Push notification |
| Rejected | Submitter | Push notification |
| Add Approver / Reassign | New approver | Push notification |
| CC | CC'd person | Push notification |
The actual notification channels depend on your company's notification settings and your personal notification preferences.
The CC list is locked at the moment of submission: Once a document is submitted for approval, its CC list is fixed. Even if the administrator later changes the CC recipients in the template on a computer, this document's CC list (already under review) will not change.
Status Reference
Approval Statuses
| Status | Meaning | What You Can Do |
|---|---|---|
| Draft | Just created, not submitted | Edit, delete, submit |
| Under Review | Waiting for approver to process | Submitter can recall; approver can approve/reject/add approver/reassign |
| Approved | Approval passed | Administrator can revoke (for some business types) |
| Rejected | Approval not passed | Edit and resubmit |
| Recalled | Submitter recalled the submission | Edit and resubmit |
| Revoked | Administrator revoked an approved document | Edit and resubmit (for some business types) |
Status Transitions
Draft > Under Review (submit)
Under Review > Approved (all nodes approved)
Under Review > Rejected (rejected)
Under Review > Recalled (submitter recalls)
Approved > Revoked (administrator revokes)
Rejected / Recalled / Revoked > Under Review (resubmit)When resubmitting, the approval flow starts over from the beginning, and conditional branches are recalculated based on the latest data.
Common Scenarios
I received an approval push. How do I handle it? Tap the push notification to open the document detail page, review the content, then select "Approve" or "Reject". Please provide a reason when rejecting.
This document is not mine to approve. Can I transfer it to someone else? Yes. Use "Reassign" to transfer the approval authority to another person.
I think someone else should also review this. What should I do? Use "Add Approver" to insert a new approver into the current node.
I am on leave. What happens to my approvals? You can use "Reassign" to transfer your pending approvals to a colleague. If you leave the organization, the system will automatically transfer your pending approvals to your reporting manager or the organization owner.
The following features must be done on a computer: Approval flow template configuration (adding/editing/deleting approval nodes, conditional branches, approver strategies), numbering rule configuration, and template settings management.
For other questions, please contact the customer support team.
Products
View and manage your organization's Purchase Items and Sales Items, including product categories, prices, and associated transaction information.
Organization Management
An organization is the unit that holds all business data in ccMonet. You must be in an organization to use any features. On the App, you can create organizations, edit basic information, and switch between organizations.