Pending Approvals

The Pending Approvals page provides a detailed view of all items awaiting approval across different functions, enabling you to review and filter them easily.

Accessing The Pending Approval Page

1. Log into the application with your credentials.

2. From the dashboard, navigate to Operations.

3. Select Approvals from the dropdown menu.

4. Select Pending Approvals from the Approvals dropdown list.

Features Of The Pending Page

1. Overview of Approval Requests

   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.

2. Filtering and Search Functionality

   To streamline navigation, users can easily filter and search for specific approval requests:

   • Filter Button: You can search by function name, amount, or approval status criteria.

   • Reset Filter Button: Clears all filters to show the complete list of requests.

3. Column Details Explained

   Each column in the approval request list is designed for easy reference:

   • S/N: Serial number for quick identification.

   • Request ID, Function Name, Initiator’s Name, Initiator’s Branch, Account Name, Amount, Date Approved, Posting Reference, Approval Status, Date Logged, Sanctioned By, Actions.

4. Reviewing

   To review requests:

   • Click the view icon (eye symbol) in the Actions column to access detailed information for each request.