CRM: Tracking a Record's Approval History

Starting in MYOB Acumatica 2026.1.1, you can view a record’s approval history at any time. This gives you a complete picture of who approved or rejected a record, when decisions were made, and which decisions are still in effect.

Attention: This functionality is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

How to View a Record’s Approval History

When you work with a record with an approval workflow, you can view its approval history on the Approvals tab of the form. (You can find the list of supported forms later in this topic.)

To make it easier to understand who participated in the approval process and what decisions were made, the names of the following columns on the tab have been updated, as shown in the screenshot below:

  • Assignee ID to Assignee
  • Assigned To to Assignee Name
  • Originally Assigned To to Original Assignee
  • Approved by (ID) to Reviewer
  • Approved by to Reviewer Name
  • Approval Date to Date
  • Status to Decision
Figure 1. The renamed columns


In addition to the columns shown above, you can display the following columns, which are hidden by default:

  • Description: The description of the approval request.
  • Amount: The amount associated with the approval request. The column is updated automatically when you switch between the Currency and Base views.

On the Approvals (EP503010) form, the following columns have been renamed:

  • Assigned Approver to Assignee
  • Originally Assigned To to Original Assignee

How the Approval History Is Updated

If a document is again assigned the On Hold status after submission, the Approvals tab is updated as follows:

  • Lines with the Pending decision are removed.
  • The Obsolete check box is selected for lines with past Approved or Rejected decisions, indicating that those decisions are no longer valid.

When the document is submitted for approval again, the tab shows both obsolete decisions and the current pending decisions, as shown below.

Figure 2. A purchase order’s approval history


In the MYOB Acumatica mobile app, past decisions are also marked as Obsolete.

Figure 3. The approval history in the mobile app


On the Approvals tab, you can view all decision lines on the tab or filter them by the following decision types:

  • Approved: Shows only lines with the Approved decision
  • Current (default): Displays only lines that aren't obsolete
  • Pending: Displays only lines with the Pending Approval decision
  • Rejected: Shows only lines with the Rejected decision
Figure 4. The current decisions in the mobile app


Where You Can View the Approval History

You can see the approval history for records on the Approvals tab of the following forms:

Manufacturing:

Accounts Payable:

Accounts Receivable:

Cash Management:

Customer Relationship Management:

Time and Expenses:

General Ledger:

Construction:

Projects:

Purchase Orders:

Purchase Requisitions:

Sales Orders:

Learn More

For more information about approvals, see: