Help · Approvals & controls

How to decide one approval request

One request: summary, approvers, message thread, and approve / reject / send back / withdraw / reopen.

Who can do this: Everyone in your organisation who has access to this app.

Steps

Step by step

  1. Open the request from Approvals.
  2. What is asked shows the document and Amount; Approvers shows each level, who decided and when; What happened is the history; Messages sent lists reminders and emails.
  3. Your decision: Approve, Reject or Send back. A comment is needed to reject or send back.
  4. The person who raised it can Withdraw it; a closed request can be Reopened with a reason.
  5. After the final approval the document is submitted automatically and the requester is notified.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support