{"id":67746,"date":"2024-03-04T10:29:08","date_gmt":"2024-03-04T10:29:08","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=67746"},"modified":"2025-09-10T17:16:53","modified_gmt":"2025-09-10T17:16:53","slug":"about-electronic-approval-processes","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/about-electronic-approval-processes\/","title":{"rendered":"About Electronic Approval Processes"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb4.16&#8243; locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.24.0&#8243; custom_margin=\u00bb||40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<h3>About Electronic Approval Processes<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>In Teamogy, electronic approval processes can be utilized. Electronic approval processes are most commonly used for financial documents such as Sales Quotation, Purchase Orders, Sales Invoices, or Purchase Invoices. The approval process can also be applied to other non-financial documents or records, with Absence approval being a common example.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><span>The approval process can be understood as a procedure in which one or more users approve or consent to a document before it is moved to the next activity, execution, or sent to the counterparty. This process may also include steps such as reworking the document, adding to it and finally approving or rejecting it. Each user clearly sees which documents are awaiting their approval (and is always informed about it by a system notification) and can approve, reject, or, if necessary, forward the document for further approval. The approval process is very simple and intuitive.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Example of easy document approval and processing<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Easy-To-Approve.png\u00bb alt=\u00bbIt&#8217;s easy to approve any document\u00bb title_text=\u00bbEasy To Approve\u00bb _builder_version=\u00bb4.24.0&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><span>In Teamogy, there are so-called predefined (default) processes that can be easily activated and started using. The processes are designed in a visual tool and utilize approval roles, hierarchies, or financial limits. Thus, every client can easily maintain and update these processes at the level of basic configuration of groups and users. At the same time, Teamogy allows for the creation of individual processes tailored to the specific needs of a particular client.<\/span>\u200b<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Example of the visual form of the approval process<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Approval-Process-Example.png\u00bb title_text=\u00bbApproval Process Example\u00bb _builder_version=\u00bb4.24.0&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>Why should a company use approval processes?<\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li>Approval processes help ensure that no important document leaves the company without the required approval or review. This minimizes errors and gets people more involved in collaborating on documents.<\/li>\n<li>Responsible individuals have an overview of where a document is waiting for their approval, or when it was approved\/rejected.<\/li>\n<li>Well-set approval processes speed up the approval progress and internal communication. Everyone knows that a document awaiting their attention.<\/li>\n<li>The very act of thinking and discussing processes and introducing them into the company leads to a certain standardization of certain activities and thus the company becomes more stable and efficient.<\/li>\n<\/ul>\n<ul><\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.24.0&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><strong>For approval processes to be meaningful, understood and actively used by users, they should be simple and transparent &#8211; then the company will benefit from them. How strictly or loosely a company sets up its approval processes is up to the company.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb hover_enabled=\u00bb0&#8243; text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686&#8243; saved_tabs=\u00bball\u00bb global_colors_info=\u00bb{}\u00bb locked=\u00bboff\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1&#8243; _builder_version=\u00bb4.16&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>About Electronic Approval ProcessesIn Teamogy, electronic approval processes can be utilized. Electronic approval processes are most commonly used for financial documents such as Sales Quotation, Purchase Orders, Sales Invoices, or Purchase Invoices. The approval process can also be applied to other non-financial documents or records, with Absence approval being a common example.The approval process can [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:divi\/placeholder \/-->","_et_gb_content_width":"2880","footnotes":""},"categories":[291],"tags":[],"class_list":["post-67746","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/67746","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=67746"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/67746\/revisions"}],"predecessor-version":[{"id":987518203,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/67746\/revisions\/987518203"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=67746"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=67746"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=67746"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}