Approvals

Use Menu > Administration > QuickStart settings > Approvals to review and configure the transaction approval processes available for the account. You can enable a process, define its conditions and approvers, and manage the effect of changes on active approval instances and pending approvals.

Before you begin

You must have permission to configure approvals. The list contains only approval processes supported by the features enabled for your account.

Configure an approval process

1. Open Menu > Administration > QuickStart settings > Approvals.

2. Find the transaction or record type that you want to configure.

   Each row shows the current status and the number of pending approvals.

3. Select Configure for the required row.

4. Enable or disable the approval configuration as required.

5. Configure amount-based approval levels and universal approvers when they apply to the selected record type.

6. Select Save.

If changing an active process affects existing approval instances, QuickStart asks you to confirm whether to save and restart the process. A process with pending approvals cannot be disabled until those approvals are completed.