Manage checks with Check approvals

Jump ahead to

• Overview
• Settings
  
  • Notifications
  • Permissions
• Request checks for approval
• Approve checks
  • Bulk approve checks

 

Overview

With Check approvals, admins and accountants can require checks to be approved if they are over a certain dollar amount.

Generally, the process looks like this:

1. A check is created or requested by a director/staff
2. An admin/accountant is notified and approves the check
3. The director/staff is notified, and the check is ready to print

 

Settings

Enable feature

To turn on Check approvals, click the Settings icon.

 

Then go to Financials > Checks > Check Approvals.

 

Toggle the feature On and set a minimum Check amount needed for approval.

For example: if the Check amount is set to $500.00, you will only need to approve checks greater than $500.

Save the page.

 

Permissions

Next, you will give certain roles access to approve" a check.

In Admin Settings, go to Organization > Roles and select a role.

 

In the System column, check on the option for Approve checks.

 

Next, open the This role can dropdown in the top-right.

Verify that View all checks is selected. This allows the user to manage all checks organization-wide.

 

Notifications

Finally, you will set up check approvers to receive notifications.

On Financials > Checks page, click into a Checkbook.

 

Under Check notification, type and select each check approver to add them to the list.

These users will be notified when a check from this Checkbook is requested or needs approval.

 

Save this page and repeat for all Checkbooks.

 

Request checks for approval

Once a check is initiated, Passare will show a new check status, like Needs approval.

 

Then, a notification will be sent to anyone listed in the previously mentioned Check notification field.

 

Select the notification to be directed to the Checks page.

 

Approve checks

On Financials > Checks, the approver will see checks listed on the left.

 

Select the check(s) needing approval and click Approve.

 

After the check is approved, the initial requestor will receive a notification.

 

Bulk approve checks

To approve multiple checks, use the filter function.

Click the orange Filter button. Under Check Status, select Needs approval, then click Apply.

 

Multi-select the filtered list of checks and click Approve.

 

 

Need more information?

• Write & manage checks from Passare
• Set up Passare Checks
• Reporting & accounting for Checks

Need Help? Email us at support@passare.com or call (800) 692-5111!