TamilAccounting

Approval Inquiry

Approval Inquiry is where transactions waiting on a decision are found, approved or rejected. It lists everything in the approval chain with its current status, who raised it and where it has reached, and it is the screen an approver works from each day.

Where to find it

Go to Approval in the main menu.

Filters

Filter	What it does
Transaction Types	One type, or All Types.
Status	Pending, Approved, Rejected, or All Status.
User	Who raised it. All Users shows everyone.
User Status	Narrows to the state relevant to you as an approver.
Date	The period.
Reference	Find one transaction by its reference.

What the list shows

Column	Description
Type	What kind of transaction it is.
Reference	Its document reference. Opens the transaction.
Date	When it was raised.
User	Who raised it.
Status	Where it stands in the chain.

Approving a transaction

Open the transaction from its reference and check it.
Add a Memo — particularly important when rejecting.
Choose Approve Transaction or Reject Transaction.

Several can be handled at once by selecting them and approving or rejecting the selection together.

Write a reason when you reject. The rejection notification carries your memo back to the creator and every previous approver — without one, the transaction comes back unchanged and the same rejection happens again.

Approval Log Statuses

Every action is recorded in the Approval tab of the transaction, with the user name, level, date and time.

Status	Meaning
Created	Submitted for its first approval.
Edit & Recreated	Resubmitted after being rejected or edited.
Edited From Draft	A draft revised before submission.
Approved	Approved at the assigned level.
Edited	The creator changed it after submission.
Edited & Approved	An approver edited it and approved in one step.
Rejected	Sent back for correction.

Approval — how the process works
Approval Setup — defining the levels

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