Approval Process

An approval process is a type of business process that includes steps to formally approve work from different levels of the organization. The work can include budgets, invoices, project outlines, marketing initiatives, or any other items that need a series of approvals from different departments. Approval (or rejection) processes are part and parcel of the work-life.

In Xin 365, you can create approval process for Quotation, Invoice, Purchase Requisition and Purchase Order to get approval from the approvers before sending the document to the customer or vendor.

Setting

On the left menu, choose Setting > System Setting. Expand the General Setting tab and choose Approval Process.

Select the modules you want to enable the approval process, then choose Save & Stay from the floating buttons on the bottom right of the page.

Approval function is enabled for selected modules. Example, if you choose to enable approval process for Quotation, the approval tab will be visible in the quotation detail page.

Read the topics below regarding approval process for different modules:

• Send a Quotation for Approval
• Send an Invoice for Approval
• Send a Purchase Requisition for Approval
• Send a Purchase Order for Approval