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Can an approver edit documents/transactions that they are required to approve?

Yes — approvers can edit documents or transactions they are responsible for approving, provided they have been granted the appropriate edit permissions for that transaction type.

Key Points to Know

  • Permission Required: Approvers must have the permission to edit the specific type of transaction (e.g., requisition, PO, expense) in order to make changes.

  • Edits Count as Approval (by default): If an approver edits and saves a transaction, that action will also register as their approval.

  • Exception — Approval Setting: If the approval rule has the option “Approvers must approve their own transactions” enabled, approvers will still need to explicitly approve the document after making edits.