Tutorial: Efficiently Review and Action Your Approvals
Goal: Quickly process pending approvals for invoices, expenses, requisitions, or purchase orders assigned to you.
As an approver, timely action on pending requests is vital to keep business processes flowing. Zudello provides convenient ways to manage your approval workload, whether you prefer working directly within the platform or acting quickly via email notifications.
This guide takes you through the essential steps for handling your approvals efficiently: first, locating the documents awaiting your attention; second, thoroughly reviewing the document details; and finally, taking the decisive action to approve or reject the request.
Steps:
Let's start by locating the documents that need your attention.