It would be a nice addition to Manager, if authorizations for entiries is implemented. It is useful feature when a user enter a voucher, then a manager approve as some type pf entries require authorization before it can affect financially. A tab could be added to notify the top level user of trans…

I do agree with this very much. Transaction approval is a very powerful control feature. In an environment with two or more officers using the app, a senior officer should be able to approve or disapprove transactions, this is like the last control point to prevent unauthorized transactions into th…

At the moment, this can be achieved by using a custom field to indicate the current status (Approved / Not Approved). However, you don’t have any level of control over who edits that field - someone could just mark it as ‘Approved’ immediately. So having a process, and trusting your employees, woul…

[image] ShaneAU: At the moment, this can be achieved by using a custom field to indicate the current status (Approved / Not Approved). You don’t understand, it is about an entry being approved before being posted into the accounts.

Before you support such a feature, you should think about how to handle transactions that might be entered but not yet or ever approved: Will they still be assigned automatic sequence numbers? What happens to those numbers if a transaction is not approved? Will you tolerate non-sequential numberin…

Multi Level Authorization procedure is different from one company to another, answers below reflect my use case and not necessarily apply to all. [image] Tut: Will they still be assigned automatic sequence numbers? What happens to those numbers if a transaction is not approved? Will you tolerat…

So, @Drew_Mike , you have answers to some of my quick list that satisfy your business. But there are more than 5,000 permutations and combinations of even that list. And the list was only put together to illustrate a point. The next question anyone thinks up jumps the possible options to over 40,000. …

It is just the same for Tax. Multi Level Authorization is something you do on daily basis. You don’t keep anything pending for days or weeks. The concept is that a user enter a voucher and a higher level user audit and approve same day or next day. It is not as complex as you might think as I pre…

@Drew_Mike , if by “purchase voucher,” you refer to what in Manager is called a purchase order, you have given an example that already has no financial impact. So whether a purchase order is approved or pending makes no difference. A simple custom field would accomplish what you want, authorizing rel…

It is one use case as an example.

Multi Level Authorization

ideas

Lugaju March 14, 2019, 2:13pm 2

I support this proposal

2 Likes

Journal entries confirmation

Topic		Replies	Views
Authorization of Transactions	3	278	June 4, 2024
Suggestion for improving user permissions	73	5064	January 18, 2023
One issue preventing manager from becoming a market leader ERP	24	2252	January 18, 2023
Some suggestions for improving the system:	4	143	September 15, 2025
Maker and Checker or 4-Eyes	2	146	May 28, 2024

Multi Level Authorization

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