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ASSOCIATIONS & NGOS ERP · MICROERP GUIDE

Forms & Approvals.
Help & documentation.

Collect structured requests and follow review and approval steps.

Governance & analyticsFormsRequestsApprovals8 screens
01 · GETTING STARTED

Open Forms & Approvals in four steps.

  1. Sign in to Associations & NGOs ERP. Use associations-ngos.easymanagex.com/login with the account your organisation’s administrator created for you.
  2. Choose Forms & Approvals. Pick it from your Associations & NGOs ERP workspace, or go straight to associations-ngos.easymanagex.com/forms/dashboard. The same sign-in opens every MicroERP you have access to.
  3. Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
  4. Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
02 · SCREENS

Every screen, by sidebar section.

8 screens in 5 sections. Each link opens the screen in your Associations & NGOs ERP workspace; you see only what your role allows.

03 · FOR ASSOCIATIONS & NGOS

Why it suits Associations & NGOs.

Forms & Approvals is suggested in the Associations & NGOs ERP workspace because it covers these everyday workflows:

04 · ROLES & ACCESS

What you can see depends on your role.

Forms & Approvals checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Forms & Approvals. Your data stays inside your own organisation.

05 · GET HELP

Still stuck?