Full Approval Chain Insight

Full Approval Chain Insight gives users complete visibility into the full approval hierarchy for invoices and payments - including upcoming steps. Updated visual cues and easy-to-fix policy directions make it possible to make any changes without leaving the Approvals tab to ensure faster, more transparent, and more efficient approval workflows.

Access

Users in accounts with Advanced Approvals enabled. Please contact Ottimate Support if you wish to enable Advanced Approvals.

Overview

With this feature, you can:

• View all applicable approval policies and approvers

• Identify missing approvers 

• Fix policies in context 

• Navigate directly to the Policy Manager without leaving the invoice/payment screen

• Clearly understand policy dependencies and hierarchy

How It Works

1. Create an Approval Policy:

• Navigate to Settings → Invoice Approval Policies or Payment Approval Policies

• Create and configure your policy

2. Access ‘Approvals’ Tab:

• Go to any Invoice or Vendor Payment Details

• Open the Approvals tab to see the full approval hierarchy

• Subsequent policies appear in disabled state and activate sequentially

• Dependent policies are indented to differentiate them from parent policies

• All policies are collapsed by default to minimize scrolling

• Click the eye icon to expand all policy levels at once

• Clicking the eye icon again will collapse all policies back

3. Fix Inconsistent Policies:

• If you have the ‘Manage Approval Policy’ permission, you'll see a ‘Fix Policy’ button

• Click ‘Fix Policy’ to open the Policy Manager directly within the screen

• Add or assign approvers without navigating to Settings
  

4. Additional Features in Approvals Tab:

• Look for the chain icon to identify dependent policies

• Approver lists initially show up to 10 users with an option to view up to 50

• Use the search bar to quickly find an approver by name or email
  

5. After Making Changes:

• Updates will reflect immediately on the current invoice/payment

• Other affected invoices/payments will be updated asynchronously in the background
  
      

Additional Information

For additional information on Advanced Approvals click here.  

For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here.