Approval Workflows

Three Approval Systems

Invoice Approval

• Optional (can be disabled for smaller teams)
• Invoice Create Limit — max value user can create
• Invoice Approval Limit — max value user can approve
• Exceeding limits triggers submission for approval
• Alerts page shows pending approvals with quick approve/reject

Purchase Order Approval

• PO Create Limit — max amount user can create without approval
• PO Approval Limit — max amount user can approve
• User-level overrides take precedence over permission set defaults
• null = unlimited authority; 0 = no authority

Timesheet Approval

Staff submit weekly timesheets for manager review:

• Submit — staff submits completed timesheet for review
• Approve — manager approves, locking all time entries
• Reject — manager rejects with reason, returning to draft for revision
• Close — finalised timesheets are closed and immutable

Approval history is viewable on a dedicated page showing all submissions, approvals, and rejections with timestamps.

Audit Trail

All approval actions (submit, approve, reject) are logged in the approval_events table with timestamps and user IDs.