Overview
Approval Rules allow you to configure automated approval workflows for financial documents based on criteria like amount thresholds, departments, and cost centers.Key Features
- Multi-level Approvals: Configure rules requiring multiple approval levels
- Amount Thresholds: Route documents for approval based on transaction amounts
- Department Routing: Automatically assign approvers based on department
- Cost Center Routing: Route approvals based on cost center assignments
- Priority-based Execution: Rules execute in priority order
Supported Document Types
| Document Type | Description |
|---|---|
journal_entry | Journal entries |
bill | Accounts payable bills |
invoice | Accounts receivable invoices |
bill_payment | Bill payments |
invoice_payment | Invoice payments |
credit_memo | Credit memos |
expense | Expense reports |
Rule Types
| Rule Type | Description |
|---|---|
Amount Threshold | Triggers based on document amount ranges |
Department Routing | Routes based on department assignment |
Cost Center Routing | Routes based on cost center assignment |
Approver Types
| Approver Type | Description |
|---|---|
role | Approval by users with specific role |
user | Approval by specific user |
manager | Approval by submitter’s manager |
Available Endpoints
| Method | Endpoint | Description |
|---|---|---|
POST | /approval-rules | Create new rule |
GET | /approval-rules/{rule_id} | Get rule details |
GET | /approval-rules | List rules |
PUT | /approval-rules/{rule_id} | Update rule |
DELETE | /approval-rules/{rule_id} | Delete rule |
GET | /approval-rules/applicable | Get rules for document |