Documents & Approvals
The document lifecycle, dimensions, and approval workflows.
This section is a work in progress. The outline below shows what it will cover.
What it's for
Documents are the unit of activity in AcreIQ ERP — invoices, bills, journal entries, and more. This section covers how documents move from draft to posted, how to tag them with dimensions, and how approval workflows hold a document for sign-off before it posts.
What this section will cover
- The document lifecycle, from draft to posted.
- Adding dimensions to a document and its lines.
- Submitting a document into an approval workflow.
- Approving, rejecting, and tracking approvals from the inbox.