Proposals & approvals
Every proposal in the company goes through a clear approval flow: who submitted it, who approves, who it is waiting on, whether payment has been made — visible right on your phone.
Why businesses choose this module
Is your business facing these problems?
- Proposals via Zalo and paper — no idea whose desk they're on
- When the boss is away, the whole team waits for approval
- Spend first, approve later; can't reconcile at month-end
- No history of who approved and when
What's in the module
On the admin web and the 1ERP app, sharing one set of data.
Send request
- Create, edit, cancel your own requests
- Attach photos, invoices and supporting documents
- Types: leave, income/expense, fuel refills, purchasing, receivables/payables, commissions
- Track the status of each step
Approve
- Approve / reject with a reason
- Delegate approval to someone else
- A "Pending approval" box collecting every type in the app
- Approve button right in the notification
Workflow settings
- Create approval workflows by request type
- Multi-level approval, by department, by amount
- View / edit / delete configuration
- Apply instantly, no coding needed
Connects to finance
- Approved expense proposal → payment voucher awaiting payment
- Accountant clicks “Confirm payment” → status becomes Paid
- Voucher deletion requests must be approved
- Notify the requester once paid
Sample workflow
- Submitted by employeeCreate requests in the app, photograph supporting documents to attach.
- Approval managerGet notified, then approve or reject right on your phone.
- Next levelThe system automatically moves to the next approval level according to the configured workflow.
- Payment accountingProposals involving money are confirmed for payment by accounting.
- Save historyWho approved, when, and why — review it anytime.
Who can do what
Each action is its own permission, toggled per group in Settings › Permission groups.
Employee
- Create, edit, cancel your own requests
- View my proposals
Management
- Approve, reject proposals
- Delegate approval
Accounting
- Confirm payment
- Approve voucher deletion requests
Admin
- Create / edit / delete approval workflows
- View all proposals
Working in the 1ERP app
- The "Approve" tab on the bottom bar, with a count of pending items
- Approve right from the notification
- Submit a suggestion with a photo from the camera
Connect other modules
- Finance & accounting — payment vouchers, payment confirmation
- Human resources (HRM) — leave, shift swaps, commissions
- Fleet & operations — refueling and vehicle repair requests
- Warehouse & shipping — purchase requests
Related channels & services
In-app push notifications
Approvers are notified immediately when a new proposal arrives.
Sign digitally
Important proposals can be digitally signed before approval.
Report
Proposal statistics by type, by department, and average approval time.
Frequently asked questions
Can approval depend on the amount?
Yes. For example, under 5 million is approved by the department head, above 5 million goes to the director — configured in the approval workflow.
What about the person who approves leave?
Use the approval delegation permission so someone else can approve while you are away.
Can a payment voucher deleted by mistake be recovered?
Voucher deletion requests must be approved by an authorized person and leave a trail.
Is this module included in every SaaS plan?
Yes. Every SaaS plan includes all modules — they differ in number of users, storage and server resources. Our consulting team helps you enable priority modules along a roadmap. See price list and implementation roadmap.