Figures Indicating the Number of Documents for Approval per Type in the Web Approval Portal

FeaturePublic previewGeneral availability online
Figures indicating the number of documents for approval per type in the Web Approval PortalCheckmark Mar 2024Checkmark Apr 2024

Business value

With this feature, you'll get a much better overview of where to look for your documents for approval in the Continia Web Approval Portal. This will save you both time and frustrations and enable you to use the portal in a much more efficient way.

Feature details

Currently, the Web Approval Portal doesn't provide a good overview of where your various documents for approval belong. The company overview menu in the upper-right corner of the portal lists your companies and displays how many documents for approval there are for each company, but there's no way of knowing the types of these documents. To find out, you must manually go through the different tabs on the blue ribbon at the top of the portal (Purchase, Expense Management, Contracts, and Sales), including the green options in the submenus of the different tabs (such as Expenses, Mileage, Per diems, and Expense reports for the Expense Management Menu).

This new feature will introduce number indicators for each tab on the blue ribbon, indicating how many documents for approval the individual tabs have. The green options in the submenus will also display a figure indicating the number of documents for approval for each document type. So if, for example, the company overview menu in the upper-right corner indicates that one of your companies has a total of 10 documents for approval, you may find the following distribution on the blue ribbon:

Purchase (5)Expense Management (5)Sales (0)
Purchase Menu
Approvals (5)
Expense Management Menu
Expenses (3)        Mileage (0)        Per diems (2)        Expense reports (0)
Sales Menu
Order (0)

The numbers in brackets – representing the new number indicators – clearly indicate where to find the documents for approval. You can see right away that there are none in the Sales category, so there's no point in looking there, and when you then drill down to the Expense Management Menu, you immediately know that you only have to check Expenses and Per diems.

For more information, see Continia Web Approval Portal.