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Non-Posting Approvals Setup

The Non-Posting Approvals Setup page allows you to configure and manage maker-checker approval workflows for non-financial activities within Udara360, such as creating customer accounts, updating customer information, and other administrative actions that do not involve debit or credit postings. This guide will walk you through all actions available on the Non-Posting Approvals Setup page.

Accessing Non-Posting Approvals Setup

  1. Log into the application using your credentials.

  2. From the dashboard, navigate to Operations in the side menu.

  3. Expand Approvals and Select Non-Posting Approvals Setup from the dropdown list

Configure Non-Posting Approvals

To set a non-posting approval:

  1. Click on the "Add New Configuration" Button at the top of the page.

  2. Select your desired Permission and set the designated Roles.

  3. Select your preferred reviewers by ticking the checkbox next to each user in the Select column

  4. Click the Add Reviewer button to add as a reviewer.

  5. Scroll down and write a description in the description box

  6. Click Save to apply the configuration

  7. Click the "Yes, I want to Proceed" button to save and apply the changes.

Modifying a Configuration

To modify the non-posting approval setup:

  1. In the Actions column, click the three vertical dots () next to the configuration you want to update

  2. Select Modify

  3. Make the necessary updates and click Update to save the changes

Viewing a Configuration

To modify the non-posting approval setup:

  1. In the Actions column, click the three vertical dots () next to the configuration you want to view

  2. Select View to see the full details of the configuration

Deleting a Configuration

To delete the non-posting approval setup:

  1. In the Actions column, click the three vertical dots () next to what you wish to delete.

  2. Select Delete Approval Setup from the dropdown menu.

  3. Click the "Yes, I want to Proceed" button to save and apply the changes.

Filtering the Records

  1. Click the Filter button at the top right of the page

  2. Enter your preferred filter criteria

  3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.

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