Approvals

How to withdraw a document approval on TranZact?
Keyword: Withdraw Approval, Withdraw Document Approval
Tue, 15 Nov, 2022 at 6:37 PM
How can I check Approval History of Documents on TranZact?
Keywords - approvals log, document approval history
Tue, 15 Nov, 2022 at 6:38 PM
What are the 3 rules of approvals in TranZact
Keywords - Approvals rule, what is credit limit in approval, what is "company" in approval rule, what is "amount" in ap...
Sat, 26 Nov, 2022 at 1:48 PM
What is the difference between "Approve" and "Approve & Send" in TranZact
Sat, 19 Feb, 2022 at 4:04 AM
How to withdraw approval?
[A] In order to do it, go to the "Approvals" module and then select the "Sent" tab. [B] Here you can see the list of documen...
Sun, 20 Feb, 2022 at 12:17 AM
What is the difference between "Approve and Send" & "Approve" in the Approval module?
[A] In the Approval module, the "Approve and Send" button means the document is approved and send to the counter-party directly. [B] O...
Sun, 20 Feb, 2022 at 12:18 AM
Where can I check the history of the approved/rejected document sent for approval?
[A] In order to do so, click on Approval module and then click on Logs  [B] In logs you can check the Approval status, Approval By/Rejected By info...
Sun, 20 Feb, 2022 at 12:20 AM
How to edit the approval rule?
[A] Unfortunately, we do not have an option to edit an approval rule. but we have a solution for this. [B] You will first have to delete the previ...
Sun, 20 Feb, 2022 at 12:23 AM
What is the default option while setting the Approval rule?
[A] When there are more than one approval rules added, the default option can be used. [B] When a rule is set as default, it means that whenever ther...
Sun, 20 Feb, 2022 at 12:25 AM
Can I approve multiple documents at a time?
[A] Yes it is possible to approve multiple documents at a time. [B] To do so, go to the "Approval module" (1) and to the "Received&quo...
Sun, 20 Feb, 2022 at 12:28 AM