Transaction approvals and workflows

mhammadlatifACCAmhammadlatifACCA Member Posts: 37
Is there a way to set approvals to the transactions.

There should be a creator, checker and the one who posts transactions. A transaction should only editable by the user who posted it or another user at the same level.

Comments

  • ConnorMConnorM Member, Administrator Posts: 1,229 admin

    Hey @mhammadlatifACCA! The permissions that you've described here are not something that currently exist within Wave, but I'd love to hear further about how that type of feature might improve your workflow! Any context around the use of this type of feature would be great.

  • mhammadlatifACCAmhammadlatifACCA Member Posts: 37

    Yes I know that such permissions, unfortunately, don't exist in Wave for now. Had the same discussion with @CallieP here.

    As regards usage, such a feature would be useful in following areas:
    1. Allow only approved entries to be posted to General Ledger (Independent reviews of data entry always useful)
    2. Apart from correct double entries, workflows can also be used as approval feature within an organisation e.g. approving reimbursement claims launched by employees to respective HODs, approval of Sales transaction by Sales Head, or Purchase by Purchase Head or Owner (in small organisations) etc.

    The above features can be used by all users around the world. They are not jurisdiction specific. However, few users would like the current flexibility and for that, this feature can be made available as an optional feature.

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