Posting Approvals Setup

The Posting Approvals Setup page allows you to configure and manage maker-checker approval workflows for financial activities within Udara360, such as cash withdrawals, fund transfers, and other actions that involve debit or credit postings. Each configuration defines the function, the number of approval levels required, and the minimum and maximum transaction amounts that trigger the approval workflow. This guide will walk you through all actions available on the Posting Approvals Setup page.

Accessing 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 Posting Approvals Setup from the dropdown list

Adding a New Configuration

To set a posting approvals:

1. Click the Add New Configuration button at the top left of the page

2. Select the Permission and set the designated Roles

3. Select your preferred reviewers by ticking the checkbox next to each user in the Select column

4. Click Add Reviewer to add the selected users as reviewers

5. Click Save to apply the configuration

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.

Viewing a Configuration

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

Delete Postings Approval Setup

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 options.

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

📌Click Reset Filter to clear all applied filters and return to the full list.