Set Up Approval Workflow
Set approval rules for employees, review invoices and purchase orders, and approve or reject documents before they are sent.
Introduction
This video shows how to use approvals in Einsys.
Company admins can set up approval rules from Settings and Users. This allows employees to create invoices and purchase orders, while keeping financial approval under the right person in the company.
When an employee creates a document that needs approval, the assigned approver receives a notification and email. The document can then be reviewed from the Approvals page.
What the video shows
- Open Settings.
- Go to Users.
- Add a new user, or edit an existing user with the Employee role.
- Set the approval policy for that employee.
- Allow the employee to create invoices and purchase orders, while requiring approval before the document is completed or sent.
- When the employee creates an invoice or purchase order, the assigned approver receives a notification.
- The approver also receives an email saying that a new document needs to be reviewed.
- Open the Approvals page.
- Open the invoice or purchase order that needs review.
- Check the document details.
- Review any attached files or supporting documents.
- Approve the document if everything is correct.
- Reject the document if changes are needed.
Why this matters
Approvals help companies keep control over financial documents without blocking employees from preparing work.
Team members can create invoices and purchase orders, but the final approval can remain with a manager, company admin, or another responsible person.
This helps reduce mistakes, keeps document review clear, and creates a better process for invoices, purchase orders, and supporting files.
With Einsys, document creation and approval stay connected in the same workflow.