Approval types

Approval types are the kinds of “yes” you collect from a customer: a design, a NOC copy, a scope change. Each approval is recorded with who said yes, to what, and when.

Go to Settings › Approval types.

1. New approval type: add a kind of approval.
2. Plain yes or Needs a document: whether the customer approves a file. Suriya Solar’s Scope change is a plain yes for Every record type.

Tip

Use Needs a document when the customer must approve something specific, such as a drawing. Then nobody can later say they approved a different version.

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Add an approval type

1. Click New approval type.
2. Fill in:
   • Name: for example Design approval.
   • Used for: Every record type, or one record type only.
   • Needs a document: on at first. The customer approves a file you send: a drawing, a quote, a NOC copy. Turn it off for a plain yes on WhatsApp.
3. Click Add approval type, or Cancel.

Each type shows Needs a document or Plain yes, and Every record type or Only for a type. To change a type, click its pencil and then Save changes. To remove one, click the bin and confirm Remove approval type.

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Where it shows up

• Approvals you ask for and receive are listed on the Approvals screen in the Money desk.

Good to know

• Owners and Admins can open this tab, if your plan includes approvals.
• Ideas by trade: “Design approval” for interiors, “Fire NOC copy” for fire safety.

Related articles

• Record types and stages
• Quotes