Why does my cashbook entry not count yet?

Your entry is waiting for the Super Admin. Every money entry and supplier bill made by someone other than a Super Admin starts as waiting. It shows in your cashbook with a needs approval tag, but it is left out of balances and totals until the Super Admin approves it.

Where to find it

• Admin › ERP › Accounts Department › Cashbook (or My cashbook): the entry shows with the ⏳ needs approval tag.
• Admin › ERP › Accounts Department › Need approval (হিসাব বিভাগ › অনুমোদন দরকার): your waiting entries are listed under New entries, with the number on the link.

How it works

1. You save an entry. Instead of the usual message you see "Saved — waiting for the Super Admin's approval. It counts once approved." For a bill: "Bill saved — waiting for the Super Admin's approval."
2. The entry is kept, but no balance, total, report or supplier due changes.
3. The Super Admin opens Need approval and presses Approve or Refuse.
4. Approved: the tag goes and the entry counts from then on.
5. Refused: the entry stays in the cashbook with a red refused tag and "does not count". It never counts.

Example: the factory supervisor of Rangdhanu Fashion enters ৳2,000 money out for thread. Factory cash still shows the old balance. After the owner approves it, Factory cash goes down by ৳2,000.

Good to know

• This covers money in, money out, money transfers, supplier payments and supplier bills, including bills made from Goods received.
• Supplier bills and payments do not show on the supplier's page until they are approved. You can see a waiting payment in the cashbook, and both in Need approval.
• A money transfer into someone else's account first waits for the Super Admin. Only after approval does the other person see it to confirm.
• You cannot change or delete the entry yourself. An edit or delete becomes a request that also waits in Need approval.
• Entries made before this rule, and the Super Admin's own entries, count straight away.

Common problems

• The tag has been there for a long time. Tell the Super Admin; they see the count on the Need approval link and on the CEO dashboard.
• The entry shows "refused". Point at the tag to read the Super Admin's note. If it was a mistake, enter it again correctly.
• I entered the same thing twice while waiting. Ask the Super Admin to refuse the extra one.

Related

• What is Need approval?
• How do I approve or refuse a staff member's money entry?
• How do I enter money in, money out and transfers?
• How do I give a staff member their own cash wallet?