Transaction Approvals
Contents
Overview of Transaction Approvals
Transaction Approvals allows for approvals on Investment, Loan, Line of Credit and Portfolio transaction types. You will be able to select which transactions across each of the four submodules requires approval and one universal transaction approval screen (this replaces the three existing approval screens as of the August 2015 Delta).
Investment Module
In the Investment System Settings screen (Financial Services --> Investments --> Setup), there is an Approvals tab:
Line of Credit Module
In the System Settings screen (Financial Services --> Line of Credit--> Setup), there is an Approvals tab:
Loan Module
In the Loan System Settings screen (Financial Services --> Loans--> Setup), there is an Approvals tab:
Portfolio Module
In the Portfolio System Settings screen (Financial Services --> Portfolio--> Setup), there is an Approvals tab:
