Introduction
Approval workflows are essential for maintaining control and accountability in your business operations. With Duplo, setting up an approval workflow ensures that expenses and transactions go through the right checks before being finalized. This guide will walk you through the steps to set up an efficient approval workflow, helping you streamline decision-making and maintain proper oversight.
Let’s dive in!
To begin
- Login to your Duplo Dashboard
- Click on Settings and select Approval workflow.
- Click on Create Workflow
- You will be directed to name the workflow and add a description (optional) as shown below:
- Click on Next
- Name and modify the workflow stages to align with your business needs.
- To rename or delete stages, click on the three dots beside the first stage as shown above.
- To add more stages, click on the plus (+) sign as shown above.
- To add approvers to each stage, click on Add Approver. A drop-down menu of users with the approver role will appear for you to select from. To learn how to add users, click here.
- Once you've added an approver, you can set up a rule. This allows you to modify what an approver can do at each stage. For example, you might want an approver to only handle expenses from the sales department and approve amounts between ₦100–₦100,000. This means expenses from the product department won't appear on that approver's board, and expenses above ₦100,000 won't be sent to that approver. After setting up the rule, click on the Save rule. Reference the picture shown below:
- Click on Activate workflow to finish the process.
Congratulations! You've successfully set up workflow on your business You can now create expenses that go through the workflow. To learn how to create an expense, click here
Frequently Asked Questions
- Can I have multiple approvers on a stage?
- Yes, you can just click on Add Approver