← All Screens
Volume 1 / Workflow Templates
Good morning
Sarah Chen
SC
Volume 1 / Workflow Templates
Approval Rules
Settings › Workflow · Applies to any module
ACTIVE RULES
Purchasing
Purchase Orders > $5,000
Warehouse Supervisor
Finance Manager
Accounting
Journal Entries > $10,000
Finance Director
HR
Leave Requests — all
Direct Manager
Sales
Discounts > 10%
Sales Manager · disabled
New Approval Rule
HOW RULES WORK
Each rule matches records by module and a condition (amount, type, or field value), then routes them through one or more approval steps — the same Approval Flow screen renders any chain you configure here.
Home
Modules
Approvals
7
Reports
Profile