Workflow & Approvals ERP Module

Module overview

No-code approval workflow engine that powers every approval step in the platform. Design multi-tier approval chains with conditional routing, assign approvers and delegates, and give every approver a single approvals dashboard to track pending, due, and overdue items end-to-end.

Core strategic benefits

• Standardize approvals across every department without custom development
• Give employees one inbox for every pending approval, regardless of module
• Keep approval delegation running smoothly during staff leave or absence

Capabilities & functional features

• Multi-step approval chain builder with conditional routing by amount, department, or record type
• Approver delegation and substitute-approver assignment
• Approval dashboard with live Pending Action, Due Today, Overdue, and Approved Today summaries
• Unified approvals inbox (pending, outstanding, processed, by instance)
• Automated email notifications on every workflow transition
• Reused across Purchase, Requisition, Sales, Expense, Customer Service, and more

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