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Workflow Approvals in NuMetric

How Connect Replaces Traditional Approval Flows

Updated over 2 months ago

Some users ask whether NuMetric includes workflow approvals (for example, approving bills before posting or payment).

While NuMetric does not offer a built-in approve / reject workflow engine, Connect is designed to replace traditional approvals in a more flexible and practical way.


What NuMetric Offers Instead of Approval Workflows

In NuMetric, approvals are handled through Connect, which combines:

  • Tasks (to assign responsibility and next steps)

  • Chat (1:1, group, and channels) for discussion and clarification

  • File sharing for supporting documents and evidence

This approach reflects how approvals actually happen in real teams: through communication, context, and accountability — not just status buttons.

How to Use Connect as an Approval Process

A typical “approval” flow using Connect looks like this:

  1. A bill or transaction is created.

  2. A task is assigned to the reviewer (e.g., “Review & confirm bill”).

  3. The reviewer discusses questions or requests changes via chat.

  4. Supporting documents are shared directly in the conversation.

  5. Once agreed, the task is completed and the bill proceeds.

The task assignment + conversation history becomes the approval trail.

Why NuMetric Uses This Model

Traditional approval workflows:

  • Require rigid rules and predefined steps

  • Often sit outside the actual work context

  • Slow teams down when exceptions arise

Connect keeps:

  • Decisions next to the work

  • Communication visible to the team

  • Responsibility clear and traceable

This makes it especially effective for accounting teams, SMEs, and fast-moving operations.

Is There an Audit Trail? Yes.

All discussions, task assignments, comments, and shared files remain visible inside Connect, providing a clear decision history without forcing artificial approval states.


Summary

NuMetric Accounting Technology does not use rigid approval workflows by design.
Instead, Connect replaces approvals through collaboration, tasks, and documented decisions — all in one place, inside the platform.

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