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Governance & Internal Controls Guide

Multi-Level Approval Workflows

Enforce internal fiscal governance across your enterprise. Configure customizable monetary thresholds for Purchase Orders, Credit Notes, Vendor Payments, and Day-Close settlements, backed by ironclad anti-self-approval protections and unified manager review inboxes.

1. Module Overview: Segregation of Duties (SoD)

As businesses expand beyond a single office, business owners cannot inspect every invoice directly. Approval workflows create clear boundaries: junior operators create transactions, while managers review and sign off on high-value commitments:

Tiered Monetary Thresholds

Set escalating levels (e.g. Orders > ₹50,000 need Accountant; > ₹2,00,000 need Business Owner).

Anti-Self-Approval

The system strictly blocks users from approving requests they originated, preventing unauthorized self-authorization.

Audit Trails

Every approval and rejection records timestamp, IP, approver user ID, and mandatory decision comments.

2. How to Configure an Approval Rule (Step-by-Step)

  1. 1
    Go to Settings > Approval Workflows:Select the target document type: Purchase Order, Purchase Bill, Credit Note, Vendor Payment, or Field Sales Day Close.
  2. 2
    Define Approval Steps & Thresholds:Add sequential approval levels:
    • Step 1: Threshold ₹50,000.00 — Approver Role: ACCOUNTANT.
    • Step 2: Threshold ₹2,00,000.00 — Approver Role: OWNER.
  3. 3
    Activate Workflow:Toggle the workflow to Active. Any future document created by an operator with value exceeding the threshold will automatically transition to PENDING_APPROVAL upon save.

3. Managing the Manager Approval Inbox

Designated approvers receive pending requests in their unified Approval Inbox:

• Review Request: Approver inspects document lines, vendor details, and attached files.

• Approve: Approver signs off. If multiple tiers exist, the request advances to the next step; once all steps pass, status updates to APPROVED.

• Reject: Approver provides mandatory rejection notes. The document reverts to REJECTED so the creator can revise and re-submit.

Developer & API Integration Reference

JWT Bearer Required
GET/api/v1/workflows
GET/api/v1/workflow-requests/pending
POST/api/v1/workflow-requests/{id}/approve
POST/api/v1/workflow-requests/{id}/reject