Overview
If you've been assigned the Approver role in a Kuda Business account, you'll need to review and approve transactions initiated by your teammates. This approval system adds an extra layer of security to your business finances and helps prevent unauthorized payments.
How to know when transactions need approval
When transactions are waiting for your approval, you'll be notified in several ways:
Dashboard Banner: A "Pending Payment Approvals" banner will appear on your dashboard
Email Notification: You'll receive an email alert when a new transaction needs your approval
In-app Notification: The app will show a notification for pending approvals
Step-by-step guide to approving transactions
1. Access the Transaction Requests page
From the dashboard:
Look for the "Pending Payment Approvals" banner
Click on the banner to go to the Transaction Requests page
OR using the menu:
Click on "Transactions" in the left menu
Select "Transaction Requests"
2. View pending requests
On the Transaction Requests page, you'll see two tabs:
Received Requests: Transactions others have initiated that need your approval
Sent Requests: Transactions you've initiated that need approval from others
Make sure you're on the "Received Requests" tab
To see only transactions waiting for approval:
Click the "Status" dropdown filter
Select "Pending"
3. Review transaction details
Click on any pending transaction to view its details
A "Confirm Transaction" pop-up will appear showing:
Recipient's name and account details
Transaction amount
Description/narration
Date requested
Name of the teammate who initiated it
4. Make your decision
After reviewing the transaction details, you have two options:
Approve: Click the "Approve" button if the transaction is correct and authorized
Decline: Click the "Decline" button if you spot any issues or the transaction shouldn't proceed
5. Confirmation
After approving or declining a transaction:
You'll see a confirmation message
The transaction status will update automatically
The initiator will be notified of your decision
Managing transaction requests
Viewing transactions by status
Use the Status filter to view transactions by their current state:
All: Shows all transaction requests regardless of status
Pending: Shows only transactions awaiting your approval
Approved: Shows transactions you've already approved
Declined: Shows transactions you've previously declined
Transaction approval limits
You can only approve transactions up to your assigned Approver Transaction Limit. If a transaction exceeds your limit, it will need approval from someone with a higher limit or the Account Owner.
Important things to remember
Always verify details: Check recipient details, amount, and purpose before approving
Approval is final: Once approved, transactions will be processed immediately
Declined transactions: Can be re-initiated if needed
Security first: Never approve transactions you're unsure about