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Search Results for "Approval"
Found 30 results
Purchasing Document Flow
PR → RFQ → PO → GRN → Return — statuses, approvals, Actions menus, and Document flow timeline.
…low-legend swatch egk-flow-legend swatch--active" </span In approval / in progress</li <li <span class="egk-flow-legend swatch egk-flow-legend swatch--success"…AI Assistant Document Flow
Agent plan Approve / Reject / Execute lifecycle and conversation statuses.
…egend swatch egk-flow-legend swatch--active" </span AwaitingApproval / Executing</li <li <span class="egk-flow-legend swatch egk-flow-legend swatch--success" </…AP Document Flow
AP invoice statuses, submit/approve/reject/cancel/pay actions, and UI synchronization.
…nts Payable Document Flow AP invoices are vendor bills with approval and payment lifecycle enforced on the ApInvoice aggregate. Status names match UI chips and…CMS Document Flow
Page Draft → InReview → Approved → Published / Scheduled / Archived with Publish and Approve actions.
…— review, publish, schedule, archive</p When Website.RequireApproval is true, publish that skips review is blocked. Illegal moves raise InvalidPageWorkflowTrans…Accounts Payable
Vendor bills, approval workflow, payments, aging, and AP document lifecycle.
Accounts Payable Vendor bills from entry through approval and payment. Status names (Draft, PendingApproval, Approved, PartiallyPaid, Paid, Rejected, Cancelled)…Purchasing
Purchase requisitions, RFQs, orders, goods receipts, returns, approvals, and Document flow timeline.
…nvertedToRFQ, ConvertedToPO, Cancelled. Actions: Submit for approval, Approve, Reject, Convert to RFQ/PO, Cancel requisition, Manage lines, Document flow . Purc…HR Document Flow
Payroll run Validate / Process / Approve / Post and related HR statuses.
HR Document Flow HR payroll runs expose a row Actions menu with Validate → Process → Approve → Post. Related entities use their own status e…Data Entry Standards
Conventions for consistent master data naming, coding, validation, and import quality across EGKits SaaS V10 modules.
…Attachments — link supporting documents for journals above approval threshold. Import file standards Rule Detail --- --- Encoding UTF-8 with BOM for Arabic con…Security Best Practices
Recommended standards for hardening EGKits tenants, designing roles, managing API keys, and maintaining audit-ready security controls.
…ntrols, and audit Separation of duties Split admin, finance approval, and audit access Zero trust for APIs Scope keys narrowly; rotate regularly Auditability Re…API Reference
REST endpoints, authentication, pagination, and errors.
…outputs with a pilot user group before enabling production approvals. Pagination Configure Pagination according to your operational policies. Validate outputs…Migration Guide
Version upgrades, breaking changes, and rollback.
…outputs with a pilot user group before enabling production approvals. Breaking changes Configure Breaking changes according to your operational policies. Valid…Core Concepts
Understand tenants, modules, roles, and platform architecture.
…ices, purchase orders, journal entries) follow configurable approval workflows and leave a complete audit trail. Integrations External systems connect through t…Accounts Receivable
Customer invoices, collections, and receivables.
…outputs with a pilot user group before enabling production approvals. Collections Configure Collections according to your operational policies. Validate output…AI Assistant
AI chat, prompt templates, functions, model configuration, agent plans, and usage analytics.
…ctions, and use chat with optional agent plans that require approval before mutating tenant data. Assistant setup Configure providers and connection settings. U…Audit Trail
Audit dashboard, investigation, and export.
…outputs with a pilot user group before enabling production approvals. User activity Configure User activity according to your operational policies. Validate ou…Chat
Real-time team and support conversations.
…outputs with a pilot user group before enabling production approvals. Direct messages Configure Direct messages according to your operational policies. Validat…CRM
Leads, opportunities, pipeline, and customer relationships.
…outputs with a pilot user group before enabling production approvals. Opportunity stages Configure Opportunity stages according to your operational policies. V…Database providers
Supported engines and deployment guidance.
…outputs with a pilot user group before enabling production approvals. Connection setup Configure Connection setup according to your operational policies. Valid…Document Archive
Archive taxonomy and retention-ready storage.
…outputs with a pilot user group before enabling production approvals. Retention policies Configure Retention policies according to your operational policies. V…Legal Document Flow
Legal document/contract/matter/time-entry statuses with Submit and Approve buttons — no MudMenu; contracts use MudSelect status.
…uperseded Control (UI) Gate Behavior --- --- --- Submit for approval Status == Draft (0) SubmitDocumentApproval → InReview Approve / Reject Pending-approval tab…Sales Document Flow
Quotation, sales order, delivery note, and sales return statuses, transitions, and actions.
…PartiallyInvoiced, Invoiced, Completed, Cancelled Discount approval (separate): SalesApprovalStatus = NotRequired, Pending, Approved, Rejected. <p class="egk-f…Todos Document Flow
Todo item statuses Pending, InProgress, Completed with board/list sync behavior.
…mpleted Reopen completed Leaves Completed Expect Submit for approval Not part of Todos Related - Target Document Flow - TodosTarget Document Flow
Enterprise document lifecycle, statuses, actions, and UI synchronization across EGKits applications and modules.
…h status, and what happens next Administrators Permissions, approval chains, and ETA objection windows Developers Shared policy (EtaActionPolicy), domain transi…Documents
Document workspace and module-linked file access.
…outputs with a pilot user group before enabling production approvals. Versioning Configure Versioning according to your operational policies. Validate outputs…Fixed Assets
Asset register, depreciation, and disposal lifecycle.
…outputs with a pilot user group before enabling production approvals. Depreciation methods Configure Depreciation methods according to your operational policie…General Ledger
Chart of accounts, journals, and financial statements.
…outputs with a pilot user group before enabling production approvals. Journal entries Configure Journal entries according to your operational policies. Validat…HR & Payroll
Employees, attendance, leave, payroll, and compliance.
…outputs with a pilot user group before enabling production approvals. Attendance Configure Attendance according to your operational policies. Validate outputs…Identity & Access
Users, roles, permissions, and tenant security.
…outputs with a pilot user group before enabling production approvals. Role design Configure Role design according to your operational policies. Validate output…Invoicing
Create, send, and track invoices with taxes and payments.
…outputs with a pilot user group before enabling production approvals. Tax configuration Configure Tax configuration according to your operational policies. Val…Legal Services
Legal matters, documents, and client service tracking.
…outputs with a pilot user group before enabling production approvals. Document management Configure Document management according to your operational policies.…