AutoApprovals — Approval Workflows for Pegasus Opera 3
AutoApprovals adds the structured sign-off processes that Opera 3 doesn't have built in. No more chasing by email, phone or paper. Integrated with Microsoft Teams, Outlook and SharePoint.
Works with all versions of Opera 3Compatible with Opera 3, Opera 3 SQL and Opera 3 SE — no upgrade required to add approval workflows.
Integrated with Microsoft Teams and OutlookApprovers receive notifications and can review and sign off directly from Teams or Outlook — no need to log in to Opera 3.
Structured workflows your team will actually followDefine approval chains, escalation rules and thresholds once — AutoApprovals handles the routing, chasing and sign-off automatically.
Full audit trail with SharePoint document storageEvery approval decision is logged and stored. Complete visibility over what was approved, by whom and when — built in as standard.
Everything AutoApprovals does for your Opera 3 team
AutoApprovals adds the structured sign-off processes that Opera 3 doesn't have built in — from configuring your approval chains to notifying approvers and capturing a full audit trail automatically.
Approval workflows
- Configure workflows to match your existing business rules
- Set value thresholds and spending limits per approver
- Multi-approver chains and escalation rules
- Supports purchase invoice and purchase order approval
- Automatic routing — no manual chasing required
- Works with all versions of Opera 3, SQL and SE
Microsoft 365 integration
- Approvers notified automatically via Microsoft Teams or Outlook
- Approve or reject directly from Teams or email — no Opera 3 login needed
- Approval documents stored securely in SharePoint
- Live approval status visible at a glance in SharePoint
- Approve from anywhere — office, home or mobile
- Works alongside AutoFiling for end-to-end document management
Audit trail & control
- Full audit trail on every approval decision — who, what and when
- Eliminates unauthorised spending and rogue purchases
- Complete visibility of where every request stands
- Replaces scattered email chains and paper sign-off sheets
- Developed by Diskel — Pegasus Authorised Developers
- Minimal training required — simple, intuitive interface
AutoApprovals can be configured to handle sign-off workflows across the following areas.
Three approval Systems.The choice is yours.
AutoApprovals* covers the key areas where Opera 3 businesses need formal sign-off processes.
Purchase Order Approvals
Ensure spend is authorised before it's committed. Orders sit as Uncommitted Documents until approved, then automatically progress to full Purchase Orders. Set value limits per approver and add multiple authorisers to a single workflow.
- Authorisers don't need an Opera 3 login
- Value limits per authoriser
- Comments and full audit trail
Purchase Invoice Approvals
Route supplier invoices to the right people automatically. Approvers can see the general ledger and job analysis relating to the invoice, so decisions are made in context - without delays or back-and-forth.
- Automatic routing to the right approver
- GL and job analysis visible at point of approval
- Reportable audit trail
BACS Authorisation Approvals
AutoApprovals now covers BACS payment authorisation too, bringing the same structured workflow and audit trail to outgoing payments, with the same Teams and Outlook notifications your team already use.
- Structured authorisation before payment runs
- Same workflow and audit trail as PO and invoice approvals
- Approve via Teams or Outlook — no Opera 3 login needed
Why businesses use AutoApprovals
Financial control
Clear visibility and control over what's being requested and spent, before it's committed.
Faster turnaround
Automated notifications alert approvers the moment action is needed, cutting delays and bottlenecks.
Approve from anywhere
Act via Teams or Outlook on any device. No VPN, no Opera 3 login required.
Fewer errors
A formal review step before spend is committed reduces mistakes and duplicate payments.
Full audit trail
Every approval, rejection and comment is recorded and stored — easy to report on and compliant by design.
Consistent process
Everyone follows the same steps regardless of team, making compliance simpler and onboarding easier.
Configured for your business. Automated from there.
AutoApprovals* is set up specifically for you, who approves what, up to what value, and in what order. Once configured, the process runs automatically. Approvers receive a notification in Teams or Outlook, review the details, and approve or reject without ever needing to open Opera 3.
Authorisers don't need an Opera 3 licence. Purchase orders sit as Uncommitted Documents until signed off, then progress automatically. Every action is recorded and stored in SharePoint.
Watch the AutoApprovals overview
This video walks through how approval workflows operate inside Opera 3 and how approvers act via Microsoft Teams and Outlook. Note: BACS authorisation approvals were added after this recording.