Approval Options

You can configure OpenAir to require approval for certain type of transactions before these transactions can be processed. Some transaction approvals are available as standard when the transaction type is enabled, other transaction approvals are optional. To control most optional transaction approvals, go to Administration > Global Settings > Organization > Approval Options.

To enable employee- or customer-level approval routing for a type of transaction, check the Enable approvals for <transaction_type> box.
To enable project-level approval routing for a type of transaction, check the Enable project approvals for <transaction_type> box.
OpenAir lets you designate specific employees on the project record (Project approver 1, Project approver 2, and Project approver 3) to approve transactions for this project as part of an approval process. When this functionality is enabled, you can create approval processes and route approvals to the designated project approvers using the metavalues [Project approver 1], [Project approver 2], [Project approver 3].

To enable this functionality, check the Enable additional project specific approvers box.
Note:
OpenAir skips the approval level and the transaction is approved automatically at this approval level if:
- A [Project approver <n>] metavalue is included in an approval process at the user level.
- The project approver is not specified on the project properties form.
To include the time when the transaction was submitted, approved or rejected in the approval history for the transaction record, check the Display the time on the approval history box.

The following table lists the transaction record types for which employee-, customer-, or project-level approval routing is available. Optional transactions approvals are indicated with a check mark. Transaction approvals available as standard with the transaction type, are indicated with the mention "Standard".

Transaction	Employee-level	Customer-level	Project-level
Authorization (Expenses)	Standard	—
Booking or Booking requests	Standard	—
Expense report	Standard	—
Invoice Credit invoice Rebill invoice	—
Profile (Resources)	Standard	—	—
Project budget	Standard	—
Proposal		—	—
PO	Standard	—
Purchase request	Standard	—
Time off request	Standard	—	—
Timesheet	Standard	—

Transaction

Employee-level

Customer-level

Project-level

Authorization (Expenses)

Standard

—

Check mark

Booking

Booking requests

Standard

—

Check mark

Expense report

Standard

—

Check mark

Invoice

Credit invoice

Rebill invoice

—

Check mark

Profile (Resources)

Standard

—

Project budget

Standard

—

Check mark

Proposal

Check mark

—

Standard

—

Check mark

Purchase request

Standard

—

Check mark

Time off request

Standard

—

Timesheet

Standard

—

Check mark

Note:

To enable project-level approvals for bookings, contact OpenAir Customer Support. This is only available if the booking request functionality is not enabled for your account.