Posting Approvals Setup

The Posting Approval Setup page allows administrators to establish maker-checker workflows for financial activities involving debit or credit actions, such as cash withdrawals or fund transfers. This setup is essential for enforcing supervisory review on high-risk or sensitive financial operations.

Accessing the Posting Approvals Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Operations.

3. Select Approvals from the dropdown.

4. Select Posting Approvals Setup

Configure Posting Approvals

To set a posting approvals:

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. Choose your desired users by clicking the checkbox under the Select Column.

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

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

Modify Posting Approvals

To modify the posting approvals setup:

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

2. Select Modify from the dropdown menu.

3. Make the necessary updates.

4. Click Update to save and apply the changes.

Delete A Branch

To delete the posting approval setup:

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

2. Select Delete from the dropdown menu.

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