BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Approvals

Review and approve items routed to you. Pro ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Approvals.
  2. Review each pending item.
  3. Approve or reject with a note.
Try it now
Recording script (for video producers) 
TITLE: Approvals  (target 2 min, Pro)
HOOK (0-5s): "Review and approve items routed to you."
ON SCREEN: open /erp/approvals
STEP 1 — say: "Open Approvals."  (show the matching click)
STEP 2 — say: "Review each pending item."  (show the matching click)
STEP 3 — say: "Approve or reject with a note."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."