Help · Approvals & controls
How to make a document type need approval
Turn on approval for any document type and choose when it applies.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Settings → Approvals & delegation → Add a rule (any document type or event — no code); or start from One-click templates.
- Choose the Document type or an event (e.g. Bill, Payment made, Purchase order, Manual journal, Expense claim, settlement).
- Add an Extra condition if needed (e.g. above an amount, a cost centre or department), and Due within (hours).
- Choose Approvers and how they act: Sequential, Parallel (all) or Parallel (any one), and how many must approve.
- Save rule. New documents of that type stop for approval; How fast approvals happen (last 6 months) shows average hours and late %.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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