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
Create an Approval Policy:
Navigate to Settings → Invoice Approval Policies or Payment Approval Policies
Create and configure your policy
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
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
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
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.
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