Approvals
Route documents through approval, act on what's waiting for you in the Approval inbox, and set up the approval flow and numbering rules for each module.
Approvals are how CCMonet makes sure a document — a vendor bill, sales invoice, payment, claim, purchase order and more — is reviewed by the right people before it's finalized. A submitter sends a document for approval; it moves to Under Review; the assigned approvers approve or reject it; once approved, the document is locked and can proceed.
There are two sides to this area:
- The Approval inbox — where approvers work through everything waiting on them.
- Module Settings — where owners define, per module, the approval flow steps and the document numbering rule.
How an approval moves
Submit
On a document, the submitter selects Submit for Approval (or Save as Draft to keep working on it). The document's status becomes Under Review.
Review
Each approver sees the document in their Approval inbox and approves or rejects it, adding notes or attachments if needed.
Finalize
Once every required step approves, the document becomes Approved and is locked. A rejected document goes back to the submitter to fix and resubmit.
Work through the inbox
Approve or reject a document
Open the inbox, review a document and record your decision.
Reassign an approval
Hand an approval to a different person.
Add an approver
Bring another approver into an approval that's already under review.
Batch-approve documents
Approve, reject or reassign many documents at once.
Set up approvals (owners)
Set up an approval workflow
Define the approval steps for a module.
Configure numbering rules
Set the prefix, date and sequence for document numbers.
Require payment info
Force payment details to be completed before a bill can be approved.
Approval controls who signs off and when a document is locked — it doesn't decide the accounting behind the document. What an approved bill, invoice or payment posts to your ledger is governed by that document's own module. This section shows you how to route and act on approvals; the accounting effect of each document is best confirmed with your accountant.