The Approval Settings section within the system is an essential feature that allows you to define and manage approval workflows for various business processes. This includes setting up approval rules for different types of expenses and payments, such as Entertainment Expenses, Payments, and Travel Expenses. By customizing approval settings, businesses can ensure that the right individuals are involved in the approval process, improving accuracy and control over financial transactions.

Key Features in Approval Settings #

In the Approval Settings section, you can configure approval workflows for different types of documents and processes. The following key settings are available:

• Approval Type: Defines the type of process that requires approval (e.g., Entertainment Expenses, Payments, Travel Expenses).
• Approved By: Specifies who is authorized to approve each type of transaction.
• Checked By: Designates the person responsible for reviewing and verifying the transaction.

These settings help define clear and structured workflows, ensuring that each process has proper checks and balances in place.

Menu Edit Details #

When you access the Menu Edit tab, you will be prompted to enter the following details:

• Approved By: Select the individual or role responsible for approving the process.
• Checked By: Select the individual or role responsible for verifying or checking the process.

These fields ensure that the appropriate personnel are assigned to the approval and verification of each process, maintaining the integrity of the approval workflow.

Steps for Editing Approval Settings #

To edit approval settings or add a new workflow, follow these simple steps:

1. Navigate to the System: Log into the system and go to the Basic Data section.
2. Select Approval Settings: Under Basic Data, click on Approval Settings.
3. Edit the Menu: Right-click on the desired menu option (e.g., Entertainment Expenses, Payment, Travel Expenses) and select Menu Edit.
4. Fill in the Details: In the Menu Edit tab, enter the necessary information, including who should be Approved By and who will be Checked By.
5. Save: Once all details are entered, click Save to apply the changes.

The Approval Settings section is a powerful tool for defining and managing approval workflows in your business. By configuring the right people for the approval and checking stages, businesses can streamline processes, ensure compliance, and reduce errors. Following the steps above allows you to efficiently manage approval workflows for expenses, payments, and more, ensuring smooth business operations.