Knowledge Base
Search our documentation or browse by category to master Approvdit.
Latest Guides
Analytics & Reporting
-
The Approval Dashboard: What to Track and Why (2026)
-
Approval Bottlenecks: How to Find and Fix Them (2026)
-
Aging Alerts: Catching Stale Approvals Before They Cost You (2026)
-
Approval Analytics: Spend, Volume & Turnaround Visibility (2026)
-
The Finance Report Builder: Custom Excel Exports Explained
-
Audit Trail Reports: Compliance Exports for Auditors
-
Report Access Control: Who Sees What, By Role
-
Dashboard Bottlenecks & Aging Alerts
-
Building Custom Finance Reports
-
Exporting Audit Trail Timelines
Billing & Plans
Complete Guides
Core Features
-
User Management: The Complete Guide to Users, Roles & Access
-
User Roles Explained: Administrator vs Auditor vs User
-
User Security: Mandatory 2FA, Device Alerts & Lockout Protection
-
User Invitations & the Account Lifecycle: From Invite to Deactivation
-
The Workflow Builder: How Approval Pipelines Get Built (2026)
-
Workflow Versioning: What Happens When You Edit a Live Workflow
-
All vs Any-of: Sequential vs Parallel Approval Conditions
-
Workflow Deadlines & Escalation: Keeping Requests Moving
-
Request Submission: Forms, Fields & Attachments Explained
-
Cash vs Non-Cash Requests: One Engine, Two Decision Types
-
The Request Detail View: Master/Detail, Inline Viewer & Workflow Stepper
-
Approve, Reject, Hold, Ping, Revoke: The Five Approval Actions
-
Smart Revoke: Taking Back an Approval Without Breaking Evidence
-
The Approvals Tabs: All, Requires My Approval, On Hold, Rejected
-
Email Notifications: Every Action, Every Stage, Every Alert
-
Department Management: Auto-Tagging, Routing & Reporting
-
Departmental Reporting: Spend, Volume & Turnaround by Team
-
Creating Dynamic Workflows
-
Vendor Master Data & Smart Auto-Fill
-
The Master/Detail Approval Center
-
Action Buttons (Approve, Reject, Hold, Ping)
Getting Started
Guides & Best Practices
-
The Invoice Approval Process: Step-by-Step Guide
-
What Is a Three-Way Match? (AP Control Explained Simply)
-
What Is an Approval Matrix? (Definition, Template & Examples)
-
How to Prevent Vendor Fraud: 12 Internal Controls for Finance Teams
-
Segregation of Duties in Accounts Payable: The Complete Guide
-
Non-Cash Decision Workflows: Approving Decisions, Not Just Payments
-
What Is an Approval Workflow? (Definition, Types & Examples)
Industries
-
Approval Workflows for Accounting Firms: Client Money & Review Controls
-
Approval Workflows for Construction: POs, Progress Claims & Retention
-
Approval Workflows for Manufacturing: Raw Materials, MRO & CapEx
-
Approval Workflows for Logistics: Freight, Fuel & Carrier Invoices
-
Approval Workflows for SaaS Companies: Tools, Vendors & Headcount
-
Approval Workflows for Nonprofits: Grants, Donor Funds & Dual Sign-off
-
Approval Workflows for Healthcare Clinics: Supplies, Equipment & Policy
-
Approval Workflows for Retail: Inventory, Store Spend & Markdowns
Integrations
-
QuickBooks Approval Workflow: The Complete Setup Guide (2026)
-
QuickBooks Integration Triggers: Push at Any Approval Stage
-
Google Sheets Approval Tracker: Real-Time Sync vs Manual Logs
-
Native OAuth vs Zapier: How Approval Integrations Should Work
-
Native Google Sheets Sync
-
QuickBooks Online Integration
Security & Compliance
-
Approval Software Security: The Complete Model
-
Tamper-Evident Audit Trails: How Hash Chaining Works
-
Data Encryption at Rest: Bank Details, Tokens & Secrets
-
Multi-Tenant Data Isolation: How Your Data Stays Yours
-
GDPR & Approval Software: What Processing Looks Like
-
Multi-Tenant Data Isolation
-
Unbroken Audit Trails
-
How "Smart Revoke" Protects Compliance