Requests — form and approval workflow

Purpose

Configure requests and approval stages; this module does not automatically issue tax invoices.

Step by step#

1. 1

   Open Requests → Settings → Workflows and create a workflow with a name and description.

2. 2

   In Stages, configure workflow order and approvers using the screen's options.

3. 3

   In Forms, prepare the fields and associate the approval workflow.

4. 4

   If using budgets, configure Cost Centers, Accounts and Budgets and review how they apply to the workflow.

5. 5

   Review Permissions before making requests available to the team.

6. 6

   Create the request by selecting a Form and entering description, items/quantity/unit price and justification; complete required additional fields.

7. 7

   Check attachments and budget warnings before sending.

8. 8

   Open the details to review stages and approve/reject when authorized; track the decision without assuming automatic billing.