Approvals and workflow tasks

Submit records, act on approval tasks, and understand status changes and audit history.

On this page
Screenshot of the Approvals and workflow tasks page
The Approvals and workflow tasks page in BSuit.

#Submit for approval

  1. Complete required record information.
  2. Resolve validation warnings.
  3. Select Submit and add a useful comment when requested.
  4. Track the record status or workflow timeline.

#Approve or reject

Open the assigned task, review the record and supporting files, then approve, reject, or return it according to your authority. The decision and comment are retained in the audit trail.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
Staff (internal users)
Owner
BSuit documentation team
Reviewer
Not yet reviewed
Last verified
Never
Checked against
Generated from source revision a36c7a086 on 2026-10-02
Seen on a running system
2026-09-21
Help version
2026.0.0-preview
Guide ID
erp:/workflow-automation/approvals
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