> 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/posting-approvals-setup.md).

# 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

<figure><img src="/files/6n3unGCLdY55cfW3lQ5l" alt=""><figcaption></figcaption></figure>

## 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

<figure><img src="/files/XSKbdt2dTZIUUFXwEqwT" alt=""><figcaption></figcaption></figure>

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