How To Approve Transactions

Transactions need to be approved by a second eye to avoid errors and duplicates. Certain finance admins can be given access to approve transactions.

To Approve Transactions:

1. Go to Settings and Click Admin Settings 

To edit a previous admin's details:

1. Filter for the admin of your choice

2. Click on the blue icon in the "Actions" section 

 

2. Under Finance, Check Approve Transactions

3. Click Update to save changes.

To Create New Admins with Access To Approve Transaction:

1. Under Admin Settings:

      Click Add New Admin

      Provide the details of the admin

2. Check the Create & Edit as well as View boxes

     Now Check  Approve Transactions

3. Finally, Click Create New Admin.