Approval Workflow System

Loans, journals, expenses, transfer batches, field batches, account openings and large deposits all wait for approval by an officer other than the one who raised them, on the web and in the mobile app.

What it does

• Maker-checker enforced on loans, journals, expenses, batches and account openings
• Deposit approval requests for amounts above a teller's limit
• Pending-approval widgets on the dashboard per queue
• Approve or reject from the Android app with the same rule
• Rejections carry a reason back to the maker
• Every decision recorded in the audit log with the officer's name

How it works

1. 1

   An officer raises the item and submits it.

2. 2

   A different officer sees it in the queue and approves or rejects.

3. 3

   On approval, Zenus posts the balanced entry.

4. 4

   The audit log records both officers and the timestamps.