This section attempts to replicate your transaction mandate process. It applies to approval and gives you the opportunity to:
- grant users permission to approve transactions
- set transaction limits and how many users are required to approve transactions before authorization and commit.
Signatory Groups
To setup signatory groups:
- Click Manage Signatory Group -> Create Signatory Group
- Fill in signatory group name (any descriptive name e.g. Company Signatory Group)
- Click Save
On the next page:
- Select the drop down beside the User Role label, select Corporate Approving Officer and click on the Search button
- Check the boxes beside the names displayed and click Attach at the top left
Note: Repeat the last two steps for the Corporate Authorizing Officer role if corporate authorizing officers are to approve transactions before authirization and commit.
Approval Limits
To setup limits:
- Click Manage Approval Limit -> Create Approval Limit
- Fill in details:
- Approval Limit Name: Any descriptive name (e.g. Company Approval Limit)
- Limit (N): This is the transaction amount limit per record in a batch. Please ensure commas (,) are not included in the figures.
- Max Signature Required: This is the number of users required to approve transactions before authorization and commit.
- Click Save
On the next page:
- Select the previously created signatory group from the drop down beside the Signatory Group label
- Enter the same number of signatures you filled in on the previous page
- Click Add