September
New approval workflow options for Purchase Orders!
Our previous PO approval process was simple—based only on dollar thresholds. But that limited how much control you had over who approves what. To give you tighter oversight, we’ve added two new approval workflows:
Collective Approval (All Approvers Required)
Every approver at the applicable threshold must sign off before the PO is approved.
The PO is sent to all approvers at the same time.
Everyone must approve for it to move forward.
If even one person rejects it, the PO is marked as rejected immediately.
Final approval only happens when all approvers at the threshold give the green light.
Hierarchical Approval (Sequential Approval)
The PO moves step-by-step through each approval threshold, starting from the lowest.
Approvals happen in sequence, not all at once.
All approvers at each threshold must approve before moving to the next.
Higher-level approvers don’t get notified until lower-level approvals are done.
If anyone rejects the PO at any level, it’s immediately rejected.
You can configure these workflows under your Project-level PO settings using the new toggle option. Note; You can still keep your Single Approver workflow in place if you prefer.
Note; Switching your Approval Workflow will affect pending Purchase Orders.
Learn more about Approval Workflows here!