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Accountant — my approval requests

You submit finance exceptions; school_admin approves or rejects. Your menu label is My Approval Requests → /portal/approvals.

Flow

When to request

  • Fee discount beyond counter policy / coupon
  • Fee override (custom amount / exception at collect)
  • Void a mistaken receipt / charge
  • Income / Expense create (pending until school_admin decides)
  • Other finance actions the UI routes through approvals

You cannot edit or delete live Income/Expense ledger rows after they are posted — only school_admin can.

Steps

  1. From the fee profile or Approvals screen, start a request (discount/void as offered).
  2. Enter amount/reason clearly (parent name, receipt no, why).
  3. Submit. Status becomes pending.
  4. Tell the parent to wait — do not collect the discounted amount until approved (unless policy says otherwise).
  5. Open My Approval Requests → track pending / approved / rejected.
  6. If rejected, collect full dues or revise the request.
  7. If approved, complete collect / void as the UI unlocks.

What you cannot do

  • Clear another user’s queue as final approver (that is school_admin Approvals).
  • Change class fee masters.
  • Suspend parent login for fee discipline (leadership).