Pending Approvals
The Pending Approvals page gives you a view of all approval requests that are currently awaiting your action within Operations on the platform. Use this page to identify and act on outstanding approvals in your queue. This guide will walk you through accessing and filtering pending approval records.
Accessing Pending Approvals
Log into the application using your credentials.
From the dashboard, navigate to Operations in the side menu.
Expand Approvals and Select Pending Approvals from the dropdown list
Features Of The Pending Page
The Pending Approvals page offers a detailed list of all approval requests, highlighting essential
Request ID: A unique identifier for each request.
Function Name: The type of transaction or function awaiting approval.
Initiator’s Name: The individual who initiated the request.
Initiator’s Branch: The branch from which the request originated.
Account Name: The name associated with the account involved.
Amount: The monetary value of the transaction or item needing approval.
Date Logged: The date and time when the request was submitted.
Approval Status: The request's Current status (pending, approved, or rejected).
Date Approved: The date the request was approved, if applicable.
Posting Reference: Provide the reference number for the transaction, if applicable.
Sanctioned By: The name of the approver, if applicable.
Actions: Quick access to view or act on each request.
Filtering the Records
Click the Filter button at the top right of the page
Enter your preferred filter criteria
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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