Pending Approvals

Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the “Pending Approval” option.
Before we begin, let us understand about the need of Pending Approval and the usage of this particular activity.
If you are running a business where you follow a process of verification of documents from the authorised person before they are processed. Alignbooks have incorporated system of voucher approval from the assigned designated authority before they impact the books of accounts or further processing.
You can perform the set of information with required authorisation when you are assigned at User level 1 or User level 2 for a particular voucher in its Voucher Approval configuration. 
We will be going through the each of these set of information in detail.
Pending Approvals
As you can see in picture above a list of transactions on which voucher approval is still pending are displayed here. The pending entries in this form comes in from the respective modules.

Voucher Number

This field display the voucher number which you want to approve.


This field display the date on which the voucher is created.

Created By

This field display the user who created the voucher.

Customer / Vendor Name

This field displays the Name of Customer / Vendor in the voucher.

Transaction Amount

This field displays the Amount of the voucher.


This field displays the voucher narration of the voucher.


This column rows are editable and showing the posting status as “Pending”.
Click here to select your specific option from drop down as “Approve” or “Reject”.
You can even let it remain pending till you decide.

Approval Remark

Specify any comment / remark on the approval.

Approval Level

This field displays the level at which the voucher is pending.
Save : After selecting your option for each voucher, click on  to execute your action.
Vouchers for which you have selected “Approve” will be move for next level approval (if applicable) otherwise update approval status in voucher and will disappear from the list.
Vouchers for which you have selected “Reject” will also disappear from the list and only vouchers pending for your decision will remain. 
Approve All : If you want to mark “Approve” to all Bills/Vouchers appearing in the list in one go, click on  appearing with “Approve All” at the bottom of the Form.
Export :  Click on  to Export the data as visible in the list to an Excel Sheet.
Refresh : Click on to refresh the list. 
Search :  If you looking for any particular Bill/voucher, enter here a text/number matching to Description, Voucher Type, Party or Amount.  The system will short list the bills/vouchers with matching text.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Exit : Click on  to Exit from the Pending Approval.
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!