Approval FAQ
How do I know when something needs my approval?
Two surfaces:
- The Pending Approval tab on the Invoices list with Needs my action selected.
- Email notifications. Each routing fires an email to you. Make sure email notifications are enabled in your profile.
Can I approve from my phone?
Yes. The platform works in any modern mobile browser. Review invoice details and approve or reject from your phone or tablet. No app install needed.
What happens when I reject an invoice?
You enter a reason. The invoice goes back to the submitter with your reason visible. They correct the issue and resubmit. The chain restarts at Step 1.
Can multiple people need to approve the same invoice?
Yes. Approval policies can have multiple steps with multiple approvers per step. Within a step, you choose:
- Any: any one approver completes the step.
- All: every approver must approve before the step completes.
Multiple sequential steps work for cases like "manager first, then VP".
What if I am going on vacation?
Set up a delegation before you leave. Approvals route to your delegate for the dates you specify. When you return, they route to you again.
Can I reverse an approval?
Once an invoice is fully approved, it moves to the ERP sync stage. At that point the approval cannot be reversed from the platform. If you need to reverse a completed approval, email support@usemod.ai.
How do I change who approves what?
Edit your approval policies. Open Settings → Company → Approval policies. From there you change conditions, steps, approver groups, and priority order. See Editing and Reordering Policies.
For one-off changes on a single invoice, use a routing override instead of editing the policy.