Session Approvals
Session approvals add an extra layer of control by requiring sessions to be reviewed before they are fully closed.
Why Use Session Approvals?
Session approvals help businesses:
- Prevent unauthorized session closures
- Review cash discrepancies before finalization
- Maintain internal control over cash handling
- Improve audit readiness
Configure Session Approvals
To configure session approvals:
- Go to Settings in the top right corner.
- Click Sessions under Retail.
- Open the Approvals tab.
- Choose an approval type:
- No Approval
- Simple Approval
- Multi-Level Approval
- Click Save.
Approval States
Sessions can have the following states:
| Status | Description |
|---|---|
| Open | Session is active and billing is allowed |
| Pending Approval | Session is submitted for approval |
| Approved | Session is approved and can be closed |
| Rejected | Session closure is rejected |
Note: Sessions marked as Pending Approval cannot be closed until approved.
Approve or Reject a Session
Approvers can review the session summary, cash flow details, and discrepancies before approving or rejecting the session.