Approval Levels

Approval levels define the tiers in your organisation's approval hierarchy. They are used by approval configurations to create multi-step approval workflows.

Navigation: Administration → Access → Approval Levels

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
Approval Levels	Administration -> Access -> Approval Levels	Create reusable approval tiers such as officer review, supervisor approval, or manager approval.
Approval Configurations	Administration -> Access -> Approval Configurations	Attach approval levels to records, business units, approvers, and thresholds.
Roles	Administration -> Access -> Roles	Grant approver permissions and make sure approver roles are available in the right business unit type.
Approval Items	Dashboard -> Approval Items	Review records waiting for the signed-in user's approval.

What Are Approval Levels?

An approval level represents a step in an approval chain. For example:

Level	Name	Typical Approver
Level 1	Officer Review	Branch Officer
Level 2	Supervisor Approval	Branch Supervisor
Level 3	Manager Approval	Branch Manager
Level 4	Executive Approval	Regional Manager / Director

When a record requires approval (e.g., a GL journal entry, a loan application), it moves through each level in sequence. Each level must approve before the record advances to the next.

Creating an Approval Level

1. Click Create Approval Level
2. Fill in the form:

Field	Description	Required
Level Name	A descriptive name (e.g., "Supervisor Review")	Yes
Level Order	The numeric order (1, 2, 3...) — determines sequence	Yes
Description	What this level represents	No

3. Submit the form

How Levels Work in Practice

Approval levels are referenced by Approval Configurations, which define:

• Which entity requires approval (GL journals, loans, transactions, etc.)
• Which levels are required for that entity
• Which users or roles can approve at each level
• Any amount thresholds that trigger additional levels

Example Workflow

For a GL journal entry worth $10,000:

1. Officer creates the journal entry → Status: PENDING
2. Level 1 (Officer Review) → Approved ✓
3. Level 2 (Supervisor Approval) → Approved ✓
4. Level 3 (Manager Approval) → Approved ✓ → Status: APPROVED

If any level rejects, the record goes back to the creator for correction.

Next Steps

• Approval Configurations — Configure which entities use which levels