Transaction Authorization

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Wings Transaction Authorization is a great feature that enables you to impose superior control and management practices in your business.

Your business processes may require some transactions done by one person to be authorized by another, often a superior. To enable you to do business on the software and not merely enter data later, Wings offers a powerful Transaction Authorization system, which helps you to set:

• Individual transactions which require authorization
• Executed or done by individual users
• With specific parameters
• Requiring authorization by another user

For example, you may want to restrict a purchase order of more than a given amount, done by a user, only after authorized to do so by a superior.

The approval levels can be by branch, transactions and users. Transaction Authorization can also be Simple or Conditional.

Simple Authorizations

Simple Authorization enables you to apply basic approvals for transactions, irrespective of other criteria. Thus, you may specify that every cash payment by a particular user must be authorized by another user. If so, the transactions shall remain pending till approved.

Conditional Authorizations

Conditional Authorization enables you to apply approvals for transactions based on certain criteria. You can:

• Set approvals for any transaction, transaction tab or any column within the transaction
• Use operators such as >, <, >=, etc. to apply authorizations based on conditions
• Set conditional values for transaction fields/columns
• Apply approval levels and sequences i.e. hierarchy of people who authorise the entries
• You may specify conditions for transaction fields or columns such as rate, quantity, total invoice value, total cheque amount issued, etc. For instance, you may specify a condition on total sales quantity in a 'Sales Invoice'.

Transactions for Approval

Whenever a user logs in who is required to authorize transactions done by another person, his system will show a list of transactions pending his approval. He can view the transactions online and approve or reject any transaction. All authorisation is done online.

Unposted Data

All data shall remain unposted till authorized by the authorizing user.

Reports

Wings offers reports giving lists of transactions authorized and pending authorization.

Optional

Transaction Authorization is optional. You may choose to disable it and not use it.

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