Amount levels instead of free text
The matrix defines from which amount how many people have to approve. The financial accountant reviews before C-level, the bulk approval only covers the level currently allowed.
Approval matrix
Who may approve what, up to the cent
The matrix defines who approves up to which amount. From two users onwards the SEPA approval must come from a different person than the proposal. Without a valid stamp no bank file is created.
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Four eyes from the second person
From two users onwards the SEPA approval must come from a different person than the proposal. So no single person sits alone in front of the bank file.
How it works
- 1
Define the matrix
Roles and amount levels per client.
- 2
Prepare
The bookkeeper settles the open cases.
- 3
Review
The financial accountant reviews before C-level.
- 4
Approve
C-level approves. Only then are bank file and export created.
Questions
When is the second person needed?
From two users onwards the SEPA approval must come from a different person than the proposal.
What does the bulk approval cover?
Only the level currently allowed. What is above the threshold stays open until the right person approves.
Does the matrix apply per client?
Yes. Roles and amount levels apply per client, the approval writes person and server time.