Making an Approval - Desktop

Approving a purchase can be for Invoices, Cash or even non-Voly Card Transactions.

Once the purchase has been added to the relevant section of the Voly Platform, if it is above your Approval Limit it will automatically go to the approvals page.

Here you will see a list of all your approvals outstanding and where can can approve or reject the purchase if you have permission to do so.

To approve or reject a purchase you can either select the pen & paper or the cross symbol at the end of the line.

Approving or rejecting requires a comment as to why you have chosen the option which will also need to be a minimum of 3 characters long.

At the end of any purchase, you will also be able to see the audit trail of who it was requested by and who it needs to approve it. This can be seen by hovering over the small 'i' symbol.

You can also approve/reject a purchase once inside the purchase details. There is also the option to use tick the box to send the transaction for further approval even if it is within your approval limit.

If approval is sat with another user on the platform and you have the approval limit in place, you can override the approval. E.g. A captain will be able to override the head of the department’s approval.

In the Voly Platform you can also approve other details in the system such as;

Purchase Requests

Funding Requests

Beneficiary Approval

Executing a Payment

Find out more by clicking the links above.

Still have questions?

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.