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.