Elements Form, Authorisation
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Element, Authorisation

Transaction Authorisation

Transaction require Authorisation?

Tick if transactions of this Element require authorisation.

  • For example, if this was ticked for a Withdrawal element type, when an Account Withdrawal is processed on an account, the transaction on the Accounts, Transactions page will need authorising by a User that didn't create the transaction. Additionally an Authorise Transaction button will display on the button strip for the other user to authorise.
  • The button is only visible if the transaction requires authorisation and you are not the User who created the transaction.
  • Transactions that are not authorised will still appear in the Export Bank Transactions wizard ready for exporting to the bank.
  • To view a list of transactions to be authorised, you will need to generate a Transaction List report. Go to Report Explorer, Transaction Reports, Transaction List, General page and tick for Authorisation Outstanding under "Select Columns to include". Additionally on the "Other Filters" page, you can tick or untick the "Specify Authorisation filters" checkboxes.

Permission Key

Select the Permission Key to allow Users to authorise transactions for this Element.

Roles that can authorise Transactions for this Element

Displays which Roles have permission to authorise transactions.