Non-Posting Approvals Setup
Last updated
Udara360 User Guide
Last updated
The Non-Posting Approval Setup page is designed to configure maker-checker workflows related to non-financial activities, such as customer account creation or information updates. This setup enables organisations to define and implement a maker-checker process, ensuring that actions are reviewed and approved before finalising.
To use the maker-checker configuration effectively, it is important to recognize non-posting activities. These include creating customer accounts, updating customer information, and executing non-transactional administrative actions. Such activities do not involve any debit or
Log into the application using your credentials.
From the dashboard, navigate to Operations.
Select Approvals from the dropdown.
Select Non-Posting Approval Setup
To set a non-posting approval:
Click on the "Add New Configuration" Button at the top of the page.
Select your desired Permission and set the designated Roles.
Choose your desired users by clicking the checkbox under the Select Column.
Click the Add Reviewer button to add as a reviewer.
Click the "Yes, I want to Proceed" button to save and apply the changes.
To modify the non-posting approval setup:
In the Actions column, click the three vertical dots (⋮) next to what you wish to edit.
Select Modify from the dropdown menu.
Make the necessary updates.
Click Update to save and apply the changes.
To delete the non-posting approval setup:
In the Actions column, click the three vertical dots (⋮) next to what you wish to delete.
Select Delete from the dropdown menu.
Click the "Yes, I want to Proceed" button to save and apply the changes.
