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Configure Approval Flows

Assign levels to various user to streamline the approval process.

Chase Gladish avatar
Written by Chase Gladish
Updated over 11 months ago

How to Configure Approval Flows

The Configure page allows you to update Approval Flows and assign levels to various users to streamline the approval process.

  • Next you can create and modify levels of approvals between users for all transactions under Invoices, Receipts, and Estimates.

    • Note: Each type of transaction can have different approval configurations and you will need to assign each one separately.

  • To assign levels, drag and drop users' names from the “Uploaders” section to an assigned level to customize your own document approval chain. When a user uploads a document, it will require approvals from a user at each level in the chain.

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