Getting Started
Approvals module in Easedesk ERP — complete overview, features, FAQs
Complete guide to the Easedesk ERP Approvals module — what it does, key features, who should use it, KPIs you can track, integrations, and India-specific compliance considerations.
Quick answer
The Approvals module in Easedesk ERP lets you route requests for sign-off. It is built India-first with multi-level workflows, email + in-app alerts, and mobile approve on-the-go — all in one place, designed for Indian SMEs. Data flows automatically to and from other Easedesk modules, GST returns are auto-populated, and access is governed by role-based permissions.
What is the Approvals module?
Easedesk's Approvals module wires governance into every business process — multi-level workflows for POs, expense claims, leaves, payments, with email + push + WhatsApp alerts, mobile one-tap approve, delegation during leave, and audit-ready approval chain.
It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults. Whether you're a 10-person startup or a 500-person enterprise, the Approvals module scales without changing how you log in or where your data lives.
Unlike standalone approvals tools, Easedesk's Approvals module is part of a connected ERP — data flows automatically between modules (your invoice posts to accounting, your payroll updates statutory liabilities) so you never re-key the same number twice.
Why Approvals matters for Indian businesses
Built India-first — INR base currency, GST-aware computations, Indian compliance modules (PF, ESI, TDS, ROC) pre-enabled, and bilingual print templates where applicable.
For Indian small and mid-sized businesses, the regulatory landscape changes every few months — GST rate revisions, new TDS sections, fresh EPFO circulars. Easedesk's product team monitors gazette notifications and pushes updates so your Approvals module always reflects the current law without you having to lift a finger.
Key features and capabilities
The Approvals module in Easedesk ships with the following capabilities out of the box:
- •Multi-level workflows
- •Email + in-app alerts
- •Mobile approve on-the-go
- •Delegation
Who should use the Approvals module?
Teams that route requests for sign-off regularly will get the most value out of this module. Typical users include founders, admins, business owners, and operations leads.
For Indian SMEs, this module is most actively used by promoter-directors and finance-controllers in companies up to ₹50 crore turnover, and by dedicated functional teams in larger organisations.
Why teams choose Easedesk for Approvals
Compared to standalone tools, point solutions and legacy desktop software, Easedesk's Approvals module gives you:
- •Faster cycle times
- •Clear accountability
- •Audit-ready chain
Permissions and access control
Access to the Approvals module is governed by Easedesk's role-based access control (RBAC). By default, the Owner role has full access (wildcard permissions). The predefined roles that include Approvals access are typically Admin, Admin, and the Viewer role (which gets read-only access).
Owners can edit any predefined role's permissions, or create new custom roles, in Settings → Users & Roles. Permissions are checked at the API level on every request — so even if a user finds a hidden URL, they cannot bypass the role gates.
For sensitive operations like delete, approve and export, you can require an extra-step approval workflow — see the Approvals module documentation.
Getting started checklist
Ready to start using the Approvals module? Here's a recommended 5-step setup checklist:
- •Confirm the module is enabled in your plan (Settings → Modules)
- •Ensure the right users have access via predefined or custom roles (Settings → Users & Roles)
- •Complete the prerequisites — your Company Profile, fiscal year and master data
- •Create your first approval from the module sidebar
- •Review the related how-to and troubleshooting articles linked at the bottom of this page
Frequently asked questions
What does the Approvals module do in Easedesk?
Is the Approvals module included in my Easedesk plan?
Who can access the Approvals module?
Can Approvals be disabled if my team doesn't need it?
Where does data in the Approvals module come from?
Is the Approvals module GST-compliant?
Does the Approvals module work on mobile?
Can I export Approvals data?
How does the Approvals module handle multi-branch businesses?
Is data in the Approvals module backed up?
Related articles
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