Approval Workflows

Overview

NEXOS's approval workflow ensures that invoices are reviewed and authorized before syncing to your accounting platform. Configure approval rules that match your organization's authorization requirements.

Enabling Approvals

Navigate to Settings → Approvals and toggle Require Approval Before Sync. Once enabled, all incoming invoices — regardless of upload method — enter a pending approval queue.

Approval Actions

Approve — The invoice is marked approved and synced to QuickBooks/Xero if auto-sync is enabled.

Decline — The invoice is flagged with a required reason. Declined invoices are not synced and are marked for submitter review.

Bulk Approve — Select multiple invoices and approve in a single action from the Invoices queue.

Approval Notifications

Approvers receive email notifications when new invoices enter the approval queue. Notification preferences are configurable per user in account settings.

Audit Log

Every approval action — who approved, who declined, when, and any notes — is recorded in the approval audit log. Access it from Settings → Approvals → Audit Log.