Approver guide

Approver handles assigned document and line-level approval tasks. This role should be calm and narrow: approve, reject, review context, and understand why the task was assigned.

Visible menu

In Accounting Workspace, Approver sees:

• Documents;
• Reports.

Approval task types

Type	Example
Document approval	Total amount exceeds approval threshold.
Line approval	A specific line belongs to a department, project, or cost center.
Risk approval	Duplicate, changed bank account, low confidence, or unusual supplier.
Escalated approval	Normal approver is unavailable or amount requires senior approval.

What approver should see

• document or line that needs approval;
• amount and currency;
• vendor and buyer;
• reason for approval;
• confidence and risk flags;
• comments and history;
• attachments if needed;
• approve and reject actions.

What approver should not see

• global intake setup;
• OCR provider configuration;
• AI Learning;
• other users' approval tasks unless delegated;
• unrelated ERP credentials or secrets.

Decision workflow

1. Open approval queue.
2. Select task.
3. Review reason, document preview, and relevant fields.
4. Approve or reject.
5. Add comment if rejecting or escalating.
6. Confirm audit history records the decision.

Demo test path

1. Enter Accounting Workspace as Approver.
2. Open Documents with approval view.
3. Select an approval task.
4. Approve and reject test tasks in the sandbox.
5. Confirm the decision is visible in document history.