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Approvals: who can post a document?

Approval policy determines who can post a document meeting an amount threshold. Permission to create does not imply permission to approve.

Last reviewed 2026-10-05

Before you start

Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.

Workflow

  1. 1Open Approvals and choose the document type to control.
  2. 2Choose approval mode, amount threshold and delegated role where required.
  3. 3Save and test documents below and above the threshold with a restricted account.
  4. 4Review the rejection message and have the delegated role post; do not assign owner access to everyone.
Captured in local preview. Names and balances are samples; controls can differ with permissions and activated products.

Watch this distinction

These are posting controls, not evidence of a multi-stage approval workflow for every document.

Verify the result

Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.

PermissionsAccounting

Continue with these guides

Invite your team and assign rolesCreate, save and post a sales invoicePurchase invoices, cost and tax

In this guide

Before you startWorkflowWatch this distinctionVerify the resultContinue with these guides
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