Approval Settings

Approval settings in CargoBooks allow you to define approval workflows for both receivables and payables, ensuring that transactions undergo the necessary approval process before being finalized.

Navigation

To access approval settings,

1. Click the menu in the side bar.

2. Under Settings -> Select Approval Settings.

3. Upon accessing this feature, you'll encounter the Approval Settings window, organized into two clear sections:

   • Receivables

   • Payables

For each financial option such as invoices and income estimates, you'll find two approval settings: Approval not required and Configure Multi-Level Approval with Specific Approvers. Let's delve into the details of the latter option.

Configure Multi-Level Approval with Specific Approvers:

Options:

1. Repeat Approvals: Choose whether approvals should be repeated for each level in the workflow.

2. Level 1 Approval: Select users from the provided dropdown list to designate as approvers for the initial level of approval.

3. + Add New Level: Add additional approval levels as needed to reflect your organization's approval structure.

After configuring the desired approval settings, click the Save button to apply your changes.

Receivables Approval Settings:

• Income Estimate: Choose between Approval not required or Configure multi-level approval with specific approvers for income estimates.

• Invoice: Select the appropriate approval option for invoices.

• Receive Advance: Define approval requirements for receiving advances.

• Credit Memo: Set approval preferences for credit memos.

• Sales Receipt: Determine approval needs for sales receipts.

Payables Approval Settings:

• Vendor Estimate: Specify approval preferences for vendor estimates.

• Bill: Decide on approval requirements for bills.

• Cheque: Choose the approval option for issuing checks.

• Credit: Set approval preferences for credit transactions.

• Expense: Determine approval needs for expenses.