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GL Posting Approval
The GL Posting Approval page configures approval policies and authority limits that govern who can approve GL journal postings and up to what amounts.
Navigation: Administration → Accounting → GL Posting Approval
Approval Policies
An approval policy defines the rules for approving GL postings within a business unit:
| Field | Description |
|---|---|
| Policy Name | Descriptive name (e.g., "Branch Posting Policy") |
| Business Unit | The BU this policy applies to |
| Approval Required | Whether journal entries require approval before posting |
| Approval Threshold | Amount above which approval is required |
| Required Approvers | Number of approvals needed |
Creating an Approval Policy
- Click Create Policy
- Fill in the form:
| Field | Required |
|---|---|
| Policy Name | Yes |
| Business Unit | Yes |
| Approval Required | Yes |
| Threshold Amount | No (if blank, all entries require approval) |
| Required Approval Count | Yes (e.g., 1, 2, 3) |
- Submit the form
Authority Limits
Authority limits define the maximum amount a specific role or user can approve:
| Field | Description |
|---|---|
| Role / User | Who this limit applies to |
| Business Unit | The BU scope |
| Maximum Amount | The highest amount this approver can authorise |
| Currency | The currency for the limit |
Example
| Approver | Maximum Amount |
|---|---|
| Branch Officer | Up to 5,000,000 UGX |
| Branch Manager | Up to 50,000,000 UGX |
| Regional Manager | Up to 500,000,000 UGX |
| CFO | Unlimited |
Creating an Authority Limit
- Click Create Authority Limit
- Select the role or user
- Set the maximum amount and currency
- Select the business unit scope
- Submit
Approval Chains
When a journal entry exceeds a single approver's authority limit, it escalates through the approval chain:
Journal Entry: 75,000,000 UGX
1. Branch Officer (limit: 5M) → Cannot approve, escalates
2. Branch Manager (limit: 50M) → Cannot approve, escalates
3. Regional Manager (limit: 500M) → Approves ✓TIP
Configure authority limits to match your organisation's risk management framework. Higher-value transactions should require approval from more senior personnel.
GL Configuration Settings
Related system configurations that affect GL approval behaviour:
| Configuration Key | Description |
|---|---|
GL_APPROVAL_REQUIRED | Global toggle for GL approval |
GL_APPROVAL_THRESHOLD | Default threshold amount |
GL_REQUIRED_APPROVAL_COUNT | Default number of approvals needed |
See Configurations for details on changing these settings.
Next Steps
- GL Journals — Create and manage journal entries