Approvals
A second person approves trades, invoices, account changes and new securities. We record who signed and when.
What the approvals module checks.
Trades, invoices, account changes and new securities each need a second person.
The person who asked for something cannot approve it. Anyone else with the right role can.
Every approval saves the person, the time and the exact change.
Terms of business and client agreements go through the same list.
An item waits with a named person until they approve it or say no.
Two people, one record. If an item has no second signature, it does not go into the books.
What the approvals module gives you.
A to-do list of approvals for each person
An approval record the SFC can read
Rejected items, with the reason
Sends every item to the right person and keeps the record.
Clears the list every day.
Approve what needs a principal.