NavigateERP for African business

The Approvals dashboard

Every approval in one place: what waits for you, what you submitted, where each stands - and the reports.

Steps

  1. Open Operations → Approvals (the first item), or the Approvals button on the Dashboard, just before POS - it shows how many wait for you.
  2. At the top: waiting for me, my submissions pending, pending (all you can see, with its value), overdue (pending more than 3 days), approved and rejected in the period, and the average turnaround from submission to decision.
  3. Below: Pending by document, Waiting with each approver (who holds things up, and since when) and a weekly chart of what was submitted, approved and rejected.
  4. Waiting for me - your pipeline, oldest first: click Review to see the details and the workflow, then Approve (with a note) or Reject (with the reason) right there. Tick several and Approve ticked to approve them at once - each is still checked, so only what waits for you is approved.
  5. My submissions - what you raised and where it stands; All pending, the Approval report (any status, any period: the requestor, the submission date, the approvers and the history) and My decisions.
  6. Click any title for its page: each step completed (who approved, when, the note), the current step (how many approvals it has and needs, who is yet to approve, who must), the steps still to come with their approvers - and the full history.

Good to know

  • Filter by document, status, requestor, approver, period, or overdue only. Download report (CSV) needs Approvals - Export.
  • A rejected document goes back to the person who raised it, with the reason - shown as Rejected / returned.
  • To set up who approves what, see Approvals: who approves what (Settings › Approval setup).