> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/operations/approvals/non-posting-approvals-setup.md).

# 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

<figure><img src="/files/W8QUV53NVm2VXTlRcARg" alt=""><figcaption></figcaption></figure>

## 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**.&#x20;
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**&#x20;
6. Click **Save** to apply the configuration
7. Click the "**Yes, I want to Proceed" button** to save and apply the changes.

<figure><img src="/files/VNx65lvFa5DwwdHp4ZWc" alt=""><figcaption></figcaption></figure>

## 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

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.