Approving operations

To make your finance operation visible on your Account, by default you have to approve it.

finance account before approve.png

It can be done in two ways:

  • when creating a new operation, check Is approved, it will be then approved automatically after clicking 'Save'
  • after the operation is created, go to Account, right-click on the operation and choose Approve

After it is done, you will notice that the account's balance has changed:

finance account after approve.png

All operations that were not approved, can be found under Disapproved operations in the right sidebar.

disapproved sidebar.png

Please note, you can disable approving operations in Administration -> Finance, General tab. Uncheck Approve operations field.

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