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Help Document

Transaction Approvals


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Transaction approval in Thumbtax allows you to verify and approve any transactions that your employees created. With the help of this, only transactions that has been approved will reflect to your accounts and reports.

Enabling approval for your transactions in Thumbtax will help you avoid situations wherein wrong items, quantity, amount or any important details may be recorded while creating invoices, purchase orders or vouchers.

Setting-up Transactions Approval

Follow these process to setup transactions approval:

  • Enabling Transaction Approval
  • Adding Approvers
  • Enabling Approval for Existing Users


Enabling Transaction Approval

The first step is to enable approval options for every transactions.

To enable transaction approval, contact Thumbtax support.



Using Max Approval for Check and Check Voucher

Once transaction approval is enabled, you can now enable max approval to restrict approvers on the amount of check or check voucher they will approve within a day.

  • Navigate to Company Setup and click Default Settings.
  • Head to the System Settings tab.
  • Click the view icon .
  • Select Yes to enable max approval.

Once enabled,

  • Head to Users and click a user row.
  • Added fields will be shown.
  • Minimum/Maximum Approval Amount - minimum/maximum amount of check or check voucher that can be approved by the approver.
  • Daily Approval Amount - the total amount of check or check voucher that the approver can approve within a day.
  • Current Daily Approval Amount - the total amount of check or check voucher that you have already approved.
    • To reset, click Reset Current Approval Amount.

You can view the current status of your max approval on User Profile.

  • Head to Approval Details tab.


Adding Approvers

Other than the admin of the system, other users can also have the access to approve transactions. You can give this permission by adding them as approvers.

To add approvers,

  • Navigate to the Company Setup tab and select Roles
  • Click Add New Role
  • Enter the name of the role and check the others modules you wish to give access to the approvers.
  • Head to the Sales and Expenses section.
  • Check the Authorization Level box to give approval permission.
  • You may also check the Reject box to give permission to reject transactions.
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  • Click Add New Role to save.

Upon saving, you may now add the user that you will assign for an approver role. Make sure that you set the approval amounts of the new user.

Learn more about Users and Roles.



Enabling Approval for Existing Users

As an admin, you may also give permission to existing users to approve transactions.

To enable approval permission to users,

  • Navigate to the Company Setup tab and select Roles.
  • Hover to the Roles table and click the view icon of the role of the existing user.
  • Head to the Sales and Expenses section.
  • Check the Authorization Level box to give approval permission.
  • You may also check the Reject box to give permission to reject transactions.
Note:
Once you approve a certain transaction you cannot undo this action.

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