Automation
Rules that run without being remembered
A workflow engine with definitions, instances and tasks, an approval matrix by module and amount, and notification rules.
Desktop covers business rules. The workflow engine, approval matrix and task queue are Cloud.
Explore the Desktop Suite →What Workflow & Approvals does
Approvals by matrix
Who approves what, by module and threshold — configured once rather than encoded in habit.
Notifications with rules
Events raise notifications through rules with per-user preferences, in-app and by email.
Who uses it, and for what
- Approver
A high-value PO lands for sign-off
The approval matrix routes it by module and threshold, configured once instead of encoded in habit
- Branch manager
Approvals piling up across the day
A workflow task queue that holds every pending step instead of a chain of reminders
- Back office
Nobody knew the discount was approved
Rule-driven notifications reach each user in-app and by email, with per-user preferences
Questions
Can packs add their own workflows?+
Yes — an industry pack can contribute workflow and document templates when it is enabled.
Is Workflow & Approvals in both the Desktop and Cloud editions?+
Yes — Workflow & Approvals ships in both the Desktop Suite and the Cloud Suite. The Desktop edition runs it against a local database on your own machine with the network unplugged; the Cloud edition runs it in the browser with roles, approvals and an audit trail over the same books. You choose the edition when you sign up, and the application is the same one either way.
Is Workflow & Approvals the same in both editions?+
No, and the difference is worth knowing before you choose. Desktop covers business rules. The workflow engine, approval matrix and task queue are Cloud. We flag this on the application card itself rather than in a footnote, because "it has Workflow & Approvals" meaning two different things across editions is exactly the gap a business discovers after paying.
What does Workflow & Approvals actually include?+
Workflow engine, approval matrix and task queue. In practice that means approvals by matrix and notifications with rules — each of which is a working screen rather than a line on a roadmap. The full breakdown, with what every one of them does, is on this page above.
Does Workflow & Approvals work with the rest of LekhaPro, or is it separate?+
It is not a separate product and there is nothing to integrate. Workflow & Approvals reads and writes the same database as the ledger, stock and customer master, so a figure it shows is the figure the books hold — not a copy synced overnight, and not a number you have to reconcile against another screen before you trust it.
Does Workflow & Approvals work offline?+
On the Desktop edition, yes — completely. Workflow & Approvals runs against a database on your own machine, so it behaves identically with the network unplugged; only AI and billing reach out. On the Cloud edition it runs in the browser and needs a connection, with the POS till the one deliberate exception.
Is there AI in Workflow & Approvals?+
Not as a feature of this application, and we would rather say so than claim it. The AI surfaces in LekhaPro — Copilot, the CFO, the deterministic insight engines — read the data Workflow & Approvals produces, so its records inform them, but Workflow & Approvals itself is deliberately a plain, fast, keyboard-first application.
Which businesses is Workflow & Approvals for?+
Any business running LekhaPro. Workflow & Approvals is part of the horizontal suite rather than a trade-specific pack, so it behaves the same whether you are a retailer, a distributor, a manufacturer or a services firm — the industry packs change the screens around it, not the application itself.
Can I control who sees Workflow & Approvals?+
Yes. Access is by role rather than all-or-nothing, so a billing clerk can reach Workflow & Approvals without reaching the books behind it, and an approver can see what needs a decision without editing anything else. On the Cloud edition every change also carries who made it and when.
Does Workflow & Approvals cost extra?+
Workflow & Approvals is part of the suite, not a paid add-on billed per use. What your plan tier decides is reach and depth — how many devices connect, multi-branch and multi-warehouse reporting, and whether the conversational AI copilots are switched on. The full accounting core is in every plan, including the entry tier.
See Workflow & Approvals on your own books
Start a free trial, or have us walk you through it with your numbers in front of you.
Looking for the detail? Workflow Automation & Approval Software