Approvals

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. Use Refresh at the top of the page to pull the latest list.

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

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.

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 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 in Manage Workstations.

AR transactions don’t carry an amount cap — any user with access to a station can approve them. Caps apply only to AP.

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.