Approvals Suite

Unified multi-tiered approval engine gating purchase orders, vendor bills, petty cash, expense claims, and customized organizational sign-offs with SLA escalation and delegation.

• Approvals Suite overview

  Architectural and operational rationale of SmartERP Approvals, eliminating fragmented email/paper sign-offs with a unified, auditable multi-tier governance engine.

• Approval categories, types, and stage routing

  Administrator guide for configuring approval categories, dynamic stage resolvers, authority limit checks, and automated routing rules.

• Raising and tracking approval requests

  Step-by-step user procedure for creating, validating route previews, attaching evidence, submitting, and tracking approval requests.

• Approver decisions and SLA management

  Comprehensive guide for designated approvers, decision actions (Approve, Refuse, Changes Requested), authority limits, and working-hour SLA escalations.

• Delegations and stand-in substitutions

  Operating procedures for designating temporary approval delegates during planned absence, authority limit inheritance, and audit compliance.

• Bridge integrations: Purchase, Bills, and Petty Cash

  Technical and operational rules governing the automated gating bridges that block Purchase Orders, Vendor Bills, and Petty Cash vouchers until approved.

• Approvals reporting and analytics

  Managerial dashboards, approval duration analytics, bottleneck identification, and compliance audit trail reporting.

• Approvals technical architecture

  Technical reference covering data models, ORM inheritance, security groups, automated crons, and API endpoints.