What it does
A queue of purchasing actions that are gated pending a manager's decision. Items wait here rather than posting to the ledger, and are approved or rejected by someone with the authority to do so.
Print Ledgers
Approvals
Hold high-value purchases for a manager's sign-off before they post to the books.
Why it matters
Separating who can raise a purchase from who can commit the money is the most basic internal control a growing business gets to have — and it only works if the system enforces it rather than relying on everyone remembering to ask.
How to use it
- Open Approvals from the Purchasing section (visible to managers and above).
- Review each pending item with its full context.
- Approve to release it, which posts it to the books, or reject it with a reason.
Main buttons and actions
- Approve
- Reject
- View pending queue
Example workflow
- A gated action is submitted by a team member.
- It appears here for a manager instead of posting straight away.
- The manager approves it and it posts, or rejects it and it does not.