Approval Workflow

Every transaction above your configured threshold must be approved by a Finance Manager before it posts to the General Ledger. This keeps your books clean and your audit trail unbroken.

📅 This feature launches with Udala v1.0 in January 2027. Join the waitlist for early access.

How approvals work

The Udala approval flow applies to:

The flow is always: Staff creates → Finance Manager reviews → Approve or Reject

Approving a transaction

  1. Finance Manager sees a notification and a badge on the Approvals queue
  2. Go to Finance → Approvals → Pending
  3. Review the transaction details, supporting documents and submitter notes
  4. Click Approve - the transaction posts to the GL immediately
  5. Or click Reject and enter a written reason - the transaction is returned to the submitter

📖 Rejected transactions are never deleted. They are returned to Draft status with the rejection reason visible to the submitter. The full approval history is preserved in the audit trail.

Setting approval thresholds

Go to Finance → Settings → Approval Thresholds. Set the minimum transaction amount that requires Finance Manager approval. Transactions below the threshold auto-post.

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