Approval Workflows
Last update:
07/21/2026
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Approval Workflows Overview
- Introduction to Tiered Approval
- Setting Up Tier Definitions for Journal Entries
- The Review & Approval Flow
Defining Approval Tiers
Requesting & Giving Review
Introduction to Tiered Approval
Requiring Sign-Off Before Something Posts
For journal entries and vendor bills above a certain size, or matching other risk criteria, many businesses require one or more people to formally approve before the entry can post — a real internal control, not just a courtesy notification. The Tier Validation framework lets you define exactly which records need review, by whom, and in what order.
Core Concepts
| Concept | Description |
|---|---|
| Tier Definition | A rule: which records need this review step (via a domain/condition), and who the reviewer(s) are. |
| Review | One reviewer's pending or completed approval on a specific record. |
| Sequence | The order tiers must be satisfied — a record can require several tiers, approved one after another. |
This same underlying mechanism can apply to more than journal entries/vendor bills — anywhere it's configured, the pattern (define who reviews what, then request/review/approve) is identical.
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