Quick Start: Finding Your Pending Approvals
Need to see everything waiting for your sign-off? Use the Requests submodule.
Steps:
- Go to the Relevant Module: Click the main module where you approve documents (e.g., Purchasing for invoices/POs, Expenses and Travel for claims).
- Click "Requests": In the left sidebar, click the Requests submodule.
What You'll See:
This view automatically filters to show only the documents within that module that are currently assigned to you for approval. It's your personal approval to-do list for that area.
Tip: Check the Requests submodule in each relevant module regularly to stay on top of your approvals.
Related How-To Guides: