Workflows & approvals
Who signs off what, decided once and followed through
Workflows & approvals in one picture
Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.
- Document to approve
- Amount band
- Creator's role
Workflows & approvals
- Picks the matching policy
- Asks each approver
- Escalates when overdue
- Approved, rejected or returned
- Locked until decided
- SLA and decision report
Control spending without chasing people
Start using Workflows & approvals in 3 steps
The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.
- Step 1
Create an approval policy
Document type, amount band and approvers.
- Step 2
Send something for approval
The policy routes it to the right people.
- Step 3
Decide on My tasks
Approve, reject or return in one tap.
Add it when you sign up, or any time later from Subscription & billing.
What it does for your business
An approval policy names a document type, an amount band and the creator's role, then the steps that sign it off: a role or a named person, any of them or all of them, each with a due time and someone to escalate to. Send a purchase request for approval and the matching policy opens a request on My tasks for its approvers, with a bell notification and the document locked until it is decided. Approve, reject with a reason or return it for changes in one tap, comment on it, or cancel your own. A colleague on holiday hands their approvals to someone else for the dates; an overdue step reminds and escalates by itself. The report shows the requests of a period, the average hours to a decision, how many met their SLA, the escalations and who decided what.
Policies by document type, amount band and creator role; up to five steps, any or all approvers
One-tap approve, reject with a reason or return from My tasks; the document stays locked until decided
Due times with reminders and automatic escalation; holiday covers decide on a colleague's behalf
An SLA report: hours to a decision, on-time rate, escalations and the decisions by approver
Inside the module
Real screens from a StartERP demo store. Tap a screen to see it full size.
Step-by-step guides
- My tasksThe approval requests waiting for you, the ones you sent and every request of the store, decided in one tap: approve, return for changes or reject with a reason. A request shows its steps with who decided what and when, its due time, the escalation and the document it is about; comments stay on it. A request is opened by Submit for approval on a purchase request, or by New request for anything without a document. Part of the Workflows & approvals add-on.
- Approval policiesWho signs off which document type and amount band, in which steps. A policy names the document type, the amount from and up to, optionally the creator roles it applies to, and up to five steps: a role (any one of its users, or all of them) or a named person, each with a due time in hours and someone to escalate to. When several policies match, the highest priority wins, then the highest floor. Part of the Workflows & approvals add-on.
- DelegationsA colleague covers someone's approvals between two dates: while the cover is live, the requests waiting for the absent person appear on the cover's My tasks and are decided on their behalf, with both names on the request. A user may hand over only their own approvals; an admin anyone's. Part of the Workflows & approvals add-on.
- SLA reportHow the approvals performed in a period: the requests submitted by status and document type, the average hours from submission to the final decision, how many decided requests never passed a due time, the ones overdue now, the escalations and the decisions by approver. Part of the Workflows & approvals add-on.
Frequently asked questions
Is Workflows & approvals included in StartERP?
Workflows & approvals is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.
Can I try Workflows & approvals before I pay?
Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.
Does Workflows & approvals work in Arabic and on a phone?
Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.
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