# Verification Approval

### **Module Guide: Verification Approval**

#### **Location**

#### Settings > Accounting Settings > Verification Approval

#### **Module Purpose**

#### The **Verification Approval** module is a matrix used to designate who has the authority to grant approval (verification) for each transaction type that has been marked as requiring verification in the **Verification Settings** module. This module specifically defines the approval workflow and chain of command to maintain internal control.​

### **1. Main View (Approver Designation Matrix)**

#### The main page displays a complete list of all transaction types in the system, with columns to designate up to two levels of approvers.

#### **View Explanation**

- #### **Global Settings**:
    
    
    - #### **Approver 1 & Approver 2**: Fields at the top to set default approvers globally.
    - #### **Apply All**: A button to apply the selected default approvers to all transaction types below in bulk.
- #### **Transaction Approval Matrix**:
    
    
    - #### **Transaction Type Column**: Displays all existing transaction types in the system (e.g., `General Journal`, `AP Credit Note`, `Void Sales Invoices`).
    - #### **Approver 1 & Approver 2 Columns**: For each transaction type, there are separate columns to designate the first-level and second-level approvers. Users can be typed in directly or selected via the **Select** button.
- #### **Action Button**:
    
    
    - #### **Save**: A button at the very bottom to save all the approver designation configurations that have been made.

### **2. Steps to Set Verification Approvers**

- #### **Set Specific Approvers (Recommended)**: For each transaction type row, click the **Select** button in the "Approver 1" column to assign the first-level verifier (e.g., `ACCOUNTING MANAGER` for `General Journal`). Repeat for "Approver 2" if a two-level approval workflow is needed.
- #### **Set Global Approvers (Quick Option)**: If many transactions have the same approver, enter the approver's name in the **Approver 1** field at the top, then click **Apply All**. This will populate that approver's name in all rows below. Do the same for **Approver 2** if necessary.
- #### **Save Configuration**: After all designations are complete, click the **Save** button at the bottom of the page to apply all settings.

### **3. Integrated Workflow & Business Process**

#### This module works directly with the **Verification Settings** module.

- #### When a transaction (of a type enabled in "Verification Settings") is created, the system checks this module to know to whom the verification request should be sent.
- #### The transaction enters a "Pending Verification" queue in the dashboard or task list of the user designated as **Approver 1** (e.g., the Accounting Manager).
- #### After Approver 1 grants approval, the request is forwarded to **Approver 2** (if one is designated).
- #### Only after all levels of approvers have given their verification can the transaction be finally posted to the general ledger.​

### **4. Tips & Important Notes**

- #### This module is an implementation of the **segregation of duties** principle, a fundamental pillar of internal accounting controls.
- #### Ensure that the users designated as approvers have the appropriate level of authority and understanding to verify the transaction types they are responsible for.
- #### Review this matrix periodically, especially when there are personnel changes or restructuring within the accounting and finance teams.
- #### Access to change settings in this module should be highly restricted and granted only to a system administrator or financial controller.