Settings → ERP → Organization → Workflows & Approvals
(route /settings/erp/organization/workflows).
Open Settings, choose the ERP settings area, and under the Organization
group click the Workflows & Approvals tile (arrow-path icon). This single screen
replaced the two older, confusing tabs — there is no longer a separate “Approvals”
tab; approvals are now edited inside the workflow for each document type.
📷 Screenshot: ERP Settings → Organization, with the “Workflows & Approvals” tile highlighted — to be added.
Who can open it
Access to the whole screen is gated by
erp-settings:read. If you can’t see the
ERP settings area at all, ask an administrator to grant it. Editing approval rules for
some specialised document types may require an additional module scope, but for the
everyday document types (expenses, invoices, leave, advances, requisitions…) the ERP
settings permission is what matters.
If you can open the screen but changes don’t stick or you get a permission error when saving, you have view access but not the configuration permission your organisation uses for ERP settings. Ask an administrator.
Two kinds of scope — read this before you edit
Two different things on this screen are saved at two different scopes. Getting this right avoids surprises.
So: the shape of the workflow is organisation-wide, but who signs off is
business-specific.
Select the right business first
Because approval policies are per business, the screen needs to know which business you mean before it can show or save approvers. If no business is active, the approval panel won’t open — you’ll see the toast “Select an active business first to configure approvers.” Pick the business in the top-of-screen business switcher, then click the approval step again.If you run only one business, it’s selected for you automatically and you can ignore this.