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ㅤIf you have a need to approve a payment between company employees online, then in Finmap you can do this using tags to transactions
ㅤThe company owner can create tags and set access settings for each employee individually.
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1. To create a new tag, go to Settings – Company settings – Tags
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In the window that opens, add new tags for approval, for example, “Payment request”, “Approved by manager”, “Checked”
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ㅤ2. Next, you need to configure employee access to this tag
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To do this, go to the Users section and click on the description of the position rights
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In the rights settings, in the Tags item, enable those items that are necessary for each individual employee (access to View, Edit, or Delete)
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ㅤThen the transaction goes through all the necessary stages of approval between employees, which you can track by the number of tags.
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ㅤThe procedure may be as follows:
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1. The employee creates a future payment with the tag “Payment request”.
2. The manager can filter and view all payments with the “Payment Request” tag and set the “Approved” tag.
3. The employee filters and reviews all future payments with the “Approved” tag and pays.