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Transactions
Dual Authorization
With Dual Authorization you can create an additional layer of security within your
organization. You can create an approval process so that a single user cannot draft
and approve the same transaction. Different transactions can be set up with different
allowances and restrictions. Restrictions include defining criteria like which account to
pay from, maximum amount, and types of transactions. You can set up dual enrollment
rights when creating a template, defining user roles, or at the company policy level.
To Authorize or Approve a Transaction:
Click on the
Transactions
tab, then click on
Activity Center
.
1.
If you have the allowed rights to approve transactions, approve a transaction
using the
Actions
drop-down on the right of the chosen transaction.
2.
If more than one authorization is required for a transaction type, the number of
approvals received/needed will be reflected in the
Approvals
column within
Transaction Creation
.