Operations
Approvals & workflows
Review and approve or reject workflow instances, and the manager-issue policy.
The Approvals page
Open Approvals. It lists workflow instances — documents that need a decision. Filter by status: pending, submitted, approved, rejected, or all.
Each row shows the entity (type and id), the template, the status, and when it was last updated.
Approve or reject
For pending or submitted items, use Approve or Reject. Approving or rejecting requires the approve permission for Billing.
Optional: executives cannot issue
A business policy can require a manager role to issue documents. When enabled, users without issue permission can prepare and save drafts, and their documents queue for a manager to approve/issue. See Permissions.