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Requests & approvals

Requests that follow their path and carry themselves out

Leave, an advance, an expense claim, a purchase request, a salary certificate. Employees ask from their phones, the request follows the path you set, and after the last approval it carries itself out.

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Every request in the company with its status: a purchase order, a quote discount, leave, a permission, an expense claim, an advance

The path that fits your company

Each request type has its path: the direct manager, then HR, then finance if the amount is large.

  • Paths by amount: above 5,000 it passes the accountant
  • If the manager is on leave or not set, the request moves up
  • Send a request back for changes instead of rejecting it

After the last approval, the work is done

Leave comes off the balance and attendance updates, the advance goes into payroll, and the salary certificate comes out as a PDF.

  • HR requests: leave, permission, business trip, resignation, advance
  • Money requests: expense claims from custody, purchase requests
  • Approvals from other apps: quote discounts, credit limit overrides, payroll runs
A quote discount request with its approval steps, waiting for the direct manager

Works with

Requests & approvals isn't an island. This is what moves between it and the other apps by itself.

In half a minute

Requests & approvals in half a minute (Arabic narration)

Questions

Can I add my own request types?

Yes. In settings, add a request type with the fields and path you need.

The other apps

Set your company up in a day

Create the workspace, import your customers from Excel and invite your team. If you'd like help setting up, we're here.

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