Approvals #

This is your queue. Anything routed to a workstation you’re a member of shows up here, ready for you to review and approve. The page replaces the “who has the file?” problem with a clear, shared list — every reviewer sees the same view.

Navigate to Stations → My Workstations to open the page.

If you don’t see any stations and you expect to, ask your administrator to add you to a station — see Manage Workstations.

What you see #

Each workstation you’ve been assigned to appears as a card. The header shows:

• The station’s name and type (Default, Default (AP), Default (AR), or Receipt).
• A second chip that summarises what’s currently waiting — AR, AP, or Mixed.
• A short description if your admin set one.

Click Expand on a card to show its Assigned Invoices table — every transaction sitting on this station waiting for a decision. Collapse hides it again.

If the page says “No workstations assigned to you,” contact your administrator to be added.

Filtering the queue #

The filter bar above the workstation list narrows what every card shows at once — useful when your queue is long. Filters apply to all stations on the page and are evaluated locally, so changes take effect immediately.

Click Clear on the right of the filter bar to reset every filter at once.

Bulk actions #

When you have many similar transactions sitting in the queue, you can act on them as a group instead of opening each one. Tick the checkbox on any row to start selecting; selections work across workstations.

• Approve posts the selected drafts to the ledger without re-opening each form. The station’s amount cap applies on a per-transaction basis to whichever side (AP or AR) the cap is configured for — anything above your cap is left in place and you’ll get a one-line reason in the result notification. A side with no rule configured has no cap, so any reviewer with station access can approve it.
• Transfer to Station moves the selected transactions to another workstation in one go. You can add an optional note that’s recorded on the transfer history of every transaction moved, so the next reviewer knows why it arrived.
• Delete removes the selected drafts after a confirmation. Drafts inside a closed accounting period are protected — they stay put and a notification lists which ones were skipped.

Most actions are all-or-nothing per row: if any are skipped (cap exceeded, closed period, already on the target station, …) the rest still go through and the notification tells you why the skipped ones didn’t.

Assigned Invoices #

The table lists every transaction currently assigned to this station. Click an Invoice Number to open the transaction in preview mode, from where you can approve and post. A PDF icon to the right of the invoice number opens the attached document in a new tab.

Amounts are coloured so you can tell AR (positive — money in) apart from AP (money out) at a glance.

The VAT Accounts column shows which tax chart accounts are posted on the transaction. Each chip carries the account number and description (for example, 2200--Sales Tax 7.7%). Most transactions have a single VAT account, but a transaction can carry several when its lines use different tax rates. A red No VAT flag means the transaction is not booking any tax — review whether that’s intentional before approving.

For AP rows, the Bank Account / IBAN column flags vendors with missing bank details — a red Missing IBAN means the transaction can’t be paid until the vendor’s bank account is filled in, and a BIC missing chip means it can still go out as a PAIN export but not via Amnis, Konfipay, or Revolut. See Payments.

Approving a transaction #

You don’t approve from this list — the Approve button lives on the transaction itself. The flow is:

1. Click the Invoice Number on the row.
2. Review the transaction (header, line items, totals, attached documents).
3. Click Approve at the bottom of the form. The transaction posts to the ledger.

When you’re done, the link returns you to your workstations page so you can pick up the next one.

Approve is also the place where workstation rules apply: if the station has an approval rule for that side (AP or AR) that caps the maximum amount you can approve, transactions above that cap won’t post — they’ll need someone with a higher cap (or no cap) to act on them. Admins configure these rules per side in Manage Workstations. If you’re not allowed to approve a particular transaction, the Approve button simply isn’t shown.

Transfer to the next station #

If an admin has given this station a Next Station (a fixed step in a review chain), a Transfer button appears next to Approve. One click forwards the transaction straight to that next station — no need to pick a destination. The same shortcut is available on My Workstations: select the transactions in a station and use its Transfer to … button. To send a transaction somewhere other than the configured next station, use the normal transfer option instead.

When posting is turned off for you #

If your account has Post AP or Post AR turned off (set by an admin in Manage Workstations), the Post, Post as New, New Number, and Reversal buttons are hidden for that side of the books, and posting is refused on the server. Delete stays available — it isn’t affected by the posting toggle. You can still approve drafts waiting on your workstation and transfer them — only creating and reversing postings yourself is blocked.

Amount caps apply to whichever side (AP or AR) has a rule configured on the station. A side with no rule has no cap — any user with station access can approve it.

Where transactions on this list come from #

A transaction lands here in one of two ways:

• Created by the Document Inbox — when AI processes a vendor invoice or customer document, the resulting draft is routed to the station that matches its type. See Inbox.
• Transferred from a colleague — anyone editing an AR or AP transaction can route it to a station via the Send to Station panel on the transaction page. See Sending to a workstation on the AR transaction page; AP transactions work the same way.