How to manage Slack Approvals?

With Slack Approvals enabled in Peakflo, your team can review, approve, or reject PO, PQ, PR, bills, travel requests, expense reports, and credit notes directly within Slack—no need to log in to the Peakflo app!

Once enabled, approvers will receive real-time Slack messages for:

• Purchase Request
• Purchase Quotes
• Purchase Order
• Bills
• Travel Requests
• Expense Reports
• Credit Notes
• Receipt Notes

The Slack message will be delivered through the Peakflo Bot, ensuring seamless communication and prompt notifications for approvers.

Each message will include the following essential details:

• Tenant Name: This indicates the name of your workspace or organization, allowing approvers to quickly identify the context of the request.
• Object Name/Reference Number: This unique identifier corresponds to the specific request being made, whether it’s for a purchase or expense, ensuring clarity and traceability.
• Amount: The total monetary value associated with the request, providing approvers with immediate visibility on the financial implications.
• Submitted By: This field displays the name of the individual who initiated the request, allowing approvers to recognize the requester and their role within the organization.
• Custom Fields: The additional information related to the request will be included here.
• Item Details: A breakdown of the items associated with the request, giving approvers a comprehensive overview of item name, quantity, and unit price.
• Notes: Any additional comments or explanations provided by the submitter that may help clarify the request further.
• Link to View Details: A direct link to the Peakflo platform, enabling approvers to access full details of the request for a thorough review.
• Approve Button: A convenient option for approvers to quickly authorize the request with a single click.
• Decline Button: This option allows approvers to decline the request easily.

How to approve an approval request via Slack?

Approving requests via Slack is designed to be quick and efficient. Once you receive a notification from the Peakflo Bot in your Slack channel, you can review the details. After reviewing the information, you can click on "Approve" to authorize the request. You will see a message denoting that the action has been successfully processed.

How to reject an approval request via Slack?

Once you receive a notification from the Peakflo Bot in your Slack channel, you can review the details. If you find that the request does not meet your criteria or needs further clarification, click the "Decline" button to reject it. You will see a message denoting that the action has been successfully processed.

What happens when there are multiple approvers?

In workflows where multiple approvers are involved, the process can vary based on the approval structure set for the request.

Scenario 1: Either Approver Can Approve the Request

In this scenario, any of the designated approvers has the authority to approve the request independently. Once one approver takes action—whether by approving or declining the request—all other approvers will receive a notification indicating that no further action is pending on their part. For instance, if Approver A approves a purchase order, Approver B will be notified that the request has been taken action on, and they can focus on other tasks without needing to review the same request.

Scenario 2: All Approvers Must Approve for Complete Approval

In scenarios where every approver must individually review and provide their approval for the request to be fully authorized. If one approver, say Approver A, approves the request while another, Approver B, has yet to take action, Approver B will still see the request as pending. This means that the request cannot proceed until all approvers have either approved or declined it. Therefore, if Approver A approves the request but Approver B decides to decline it, the request will ultimately be rejected, highlighting the importance of each approver's input in this scenario.