Approvals

Many business documents in Beelocity — purchase orders, sales orders, inventory adjustments — require sign-off before they move forward. The Approvals area is the single place where sign-off happens, regardless of which kind of document is being reviewed.

Open it from the sidebar under General > Approvals.

Why a Single Inbox

Before the Approvals inbox existed, each kind of document had its own approval screen — you had to know to look on the purchase order detail page for POs, the sales order detail page for SOs, and so on. With the central inbox, every decision you owe shows up in one list, in the order it was submitted, with a clear deadline and a one-click link to the document under review.

The same applies to your own submissions: instead of opening every document you sent for sign-off to check progress, the My Submissions tab shows the live status of all of them.

What You Will Find Here

The Approvals page has two tabs:

• Inbox — Decisions waiting on you. Each card represents one document that needs your approval, rejection, or delegation.
• My Submissions — Requests you submitted. Track the current step, status, and resolution date.

Admins configure routing rules in Access Control → Approval Workflows.

How Approval Routing Works

When someone submits a document for approval (a draft purchase order, a draft sales order, a draft adjustment), Beelocity:

1. Looks up the approval workflow that applies to that document type and your organization.
2. Evaluates the workflow’s rules — for example, “purchase orders above 500,000 DA need finance director sign-off” — and builds an ordered chain of approvers.
3. Creates a request and assigns the first step to the first approver in the chain.
4. Sends them a notification and surfaces the decision in their inbox.

When the first approver decides, the request advances to the next step (if any), or finalizes the document. If anyone rejects, the document goes back to the originator with the rejection reason. The full chain of decisions is permanent — nothing is deleted, even after rejection.

Permissions

You see the Approvals sidebar entry when you have the IAM_APPROVAL_REQUEST_VIEW permission. The built-in Owner and Admin roles include it. Custom roles can be granted this permission from Access Control > Roles.

You can only act on (approve, reject, delegate) decisions that are assigned to you. Other users’ decisions never appear in your inbox.