{"id":4737,"date":"2025-07-16T19:59:37","date_gmt":"2025-07-16T19:59:37","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/?p=4737"},"modified":"2026-01-15T17:52:59","modified_gmt":"2026-01-15T17:52:59","slug":"setting-up-approval-workflows-in-vena-for-budgeting-and-forecasting","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/setting-up-approval-workflows-in-vena-for-budgeting-and-forecasting\/","title":{"rendered":"How Do I Set Up Approval Workflows in Vena for Budgeting and Forecasting?"},"content":{"rendered":"<h1>How Do I Set Up Approval Workflows in Vena for Budgeting and Forecasting?<\/h1>\n<p><strong>Vena&#8217;s Workflow<\/strong> feature helps finance teams guide users through planning processes from data entry to approvals, while maintaining visibility and accountability.<img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-4738\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture2.png\" alt=\"\" width=\"294\" height=\"442\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture2.png 294w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture2-200x300.png 200w\" sizes=\"auto, (max-width: 294px) 100vw, 294px\" \/><\/p>\n<p>This article shows how to set up a simple approval workflow for budgeting or forecasting cycles.<\/p>\n<p><strong>Step 1: Plan Your Workflow Structure <\/strong><\/p>\n<p>Start by identifying key roles and stages:<\/p>\n<ul>\n<li>Contributors (e.g., department heads)<\/li>\n<li>Reviewers (e.g., Finance team)<\/li>\n<li>Approvers (e.g., CFO or business unit leaders)<\/li>\n<\/ul>\n<p>Example Workflow:<\/p>\n<ol>\n<li>Data Entry \u2192 2. Department Review \u2192 3. Finance Review \u2192 4. Final Approval<\/li>\n<\/ol>\n<p>\ud83d\udccc <em>Tip:<\/em> Keep it simple. Start with 2\u20133 levels and expand over time.<\/p>\n<p><strong>Step 2: Build the Workflow in Vena<\/strong><\/p>\n<ol>\n<li>Navigate to the <strong>Manager<\/strong><\/li>\n<li>Create a new process and define the planning cycle (e.g., &#8220;Annual Budget&#8221;)<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4739\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture3.png\" alt=\"\" width=\"1430\" height=\"294\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture3.png 1430w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture3-300x62.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture3-1024x211.png 1024w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture3-768x158.png 768w\" sizes=\"auto, (max-width: 1430px) 100vw, 1430px\" \/><\/p>\n<p><strong>Step 3: Configure Workflow Process<\/strong><\/p>\n<ul>\n<li>In the blank canvas, right click to add an \u201cInput\u201d process called \u201cWorkforce Planning\u201d<\/li>\n<li>Right click and add a \u201cReview\u201d process called \u201cWFP Approval\u201d<\/li>\n<li>Similarly, add an input and review process for \u201cOpex Planning\u201d and \u201cOpex Approval\u201d<\/li>\n<li>Within each input process add an owner and attach the template.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4740\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture4.png\" alt=\"\" width=\"780\" height=\"346\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture4.png 780w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture4-300x133.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture4-768x341.png 768w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/p>\n<ul>\n<li>Within each approval process add the approval owner and select the Inherited forms and select the \u201cUse forms from previous task\u201d<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4741\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture5.png\" alt=\"\" width=\"832\" height=\"371\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture5.png 1430w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture5-300x134.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture5-1024x457.png 1024w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture5-768x343.png 768w\" sizes=\"auto, (max-width: 832px) 100vw, 832px\" \/><\/p>\n<ul>\n<li>Once all the Input and Approval processes are set up, connect the arrows from the Start node to each input\/approval process and carry it all to the End node. For the workflow rejection to work, you\u2019ll have to take the arrow from the approval process back to the input process.\u00a0 Your final out should look as follows:<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-4742\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture6.png\" alt=\"\" width=\"780\" height=\"348\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture6.png 780w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture6-300x134.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture6-768x343.png 768w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/p>\n<p>\ud83d\udd12 <em>Best Practice:<\/em> Use role-based security through the admin function to restrict access to sensitive data while allowing visibility across departments.<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Step 4: Manage Workflow Notifications<\/strong><\/p>\n<ul>\n<li>Use <strong>Notifications <\/strong>manage notification triggers as shown below<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4743 size-large\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture7-1024x477.png\" alt=\"\" width=\"1024\" height=\"477\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture7-1024x477.png 1024w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture7-300x140.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture7-768x358.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture7.png 1430w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Step 5: Start the Workflow Process<\/strong><\/p>\n<ul>\n<li>Once notifications are complete, simply start the Workflow<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4744 size-large\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture8-1024x492.png\" alt=\"\" width=\"1024\" height=\"492\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture8-1024x492.png 1024w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture8-300x144.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture8-768x369.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture8.png 1430w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Step 6: Monitor the Workflow<\/strong><\/p>\n<ul>\n<li>Once the Workflow has begun and users have started to input in their templates, you can monitor the workflow process through the \u201cStatus Tracker\u201d.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-4745\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture9-1024x483.png\" alt=\"\" width=\"1024\" height=\"483\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture9-1024x483.png 1024w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture9-300x142.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture9-768x363.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2025\/07\/Picture9.png 1430w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Approval workflows in Vena give you control without micromanaging. They enable collaboration, transparency, and audit-ready documentation, all while keeping your planning process moving.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How Do I Set Up Approval Workflows in Vena for Budgeting and Forecasting? Vena&#8217;s Workflow feature helps finance teams guide users through planning processes from data entry to approvals, while maintaining visibility and accountability. This article shows how to set up a simple approval workflow for budgeting or forecasting cycles. Step 1: Plan Your Workflow&hellip;<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21,117],"tags":[113,116],"class_list":["post-4737","post","type-post","status-publish","format-standard","hentry","category-tutorial","category-vena","tag-tutorial","tag-vena"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Do I Set Up Approval Workflows in Vena for Budgeting and Forecasting? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/setting-up-approval-workflows-in-vena-for-budgeting-and-forecasting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Set Up Approval Workflows in Vena for Budgeting and Forecasting? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"How Do I Set Up Approval Workflows in Vena for Budgeting and Forecasting? 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Vena&#8217;s Workflow feature helps finance teams guide users through planning processes from data entry to approvals, while maintaining visibility and accountability. This article shows how to set up a simple approval workflow for budgeting or forecasting cycles. 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