An approval workflow specifies the users or groups who approve certain banking activities. You can add multiple levels to a workflow, meaning a particular user or group can approve activities with a relatively low dollar amount, while a different set of users or groups can approve activities with higher dollar amounts.
At each level of the workflow, you can specify multiple users and groups who approve the activity, as well as the order in which the users or groups approve transactions. A transaction is sent for processing once the final person in an approval workflow approves the transaction.
Note: Transactions exceeding bank limits are rejected if no workflow levels are defined for them.From this page:
View existing approval workflows – from the Activity Type list, select the bank activity to view the approval workflow for.
Add levels of approval – select an activity type and click Add Level to add levels to the activity's approval workflow. See Adding or editing an approval workflow level
Edit levels of approval – select an activity type and click the Edit icon for the level of approval to edit. See Adding or editing an approval workflow level
Delete levels of approval – select an activity type and click the Delete icon for the level of approval to delete.