What this page is for
Your approval inbox. When a refund, credit note or write-off matches one of your approval rules, it waits here until the right person approves or rejects it.
Who can use it
- See the approval inbox opens the page (by default Admin, Operations, Finance, Front desk and Sales).
- You only see Waiting for you items when a rule names you, or a role you have, at the current level.
- People who Set up approval rules also see what waits for others.
How to approve or reject
- Select a request under Waiting for you.
- Read the details and open the record if you need to.
- Select Approve, or write a reason and select Reject.
Fields and columns
| Column | Meaning |
|---|---|
| What | The refund, credit note or write-off, with who asked. |
| Type | The kind of document. |
| Amount | How much money is involved. |
| Asked | When it was asked. |
| Status | Waiting (with the level), Approved, Rejected or Withdrawn. |
Statuses and automation
- Waiting (level n): the approvers at that level decide. With "each level in order", level 2 only sees it after level 1 approves.
- Approvers get a notification at once, a reminder after the reminder time, and admins are told after the escalation time.
- Nobody can approve their own request.
- When approved, the record carries on by itself: the refund can be paid back, the credit note is issued.
Settings that change this page
Settings, Approvals: Remind approvers after and Escalate after.
FAQs
Why is something I asked for not in my "Waiting for you"? You can't approve your own requests. It waits for someone else.
Troubleshooting
| Problem | What to do |
|---|---|
| Nobody can approve a request | The rule names a role nobody has, or only you. Change the rule on Approval rules. |