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Managing Approvals

Received Response
edited Oct 4, 2018 3:55PM in Planning 1 comment


Notification to a Reviewer


Hi, I'm currently in the process of attempting to setup the approvals process in financials.  I have setup a simple approval unit around entity and after starting the approval, notification could be viewed and actioned by the reviewer (I still don't have that much knowledge around this by the way).

My question is with regards to the reviewer - how is the reviewer expected to 'review' the data?  Are they expected to go into the form to view the submitted budget?  Or is there a summary they could receive/view in a link?

Sorry if this seems a little vague


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