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Approvals

Clear finance requests (discount, void, fee override, Income/Expense create, etc.) that accountants cannot finalize alone.

Who else: school_admin (and similar owners). Accountants submit requests; they do not approve the queue. Principal typically has no Approvals menu.

Income / Expense: accountant creates as pending; you approve into the ledger. Edit / delete of live IE rows is school_admin only (accountant is blocked).

Queue flow

Open the queue

Route: /portal/approvals

  1. Sidebar → Approvals (or Fees → Approvals).
  2. Review pending rows: student, type, amount, requester, reason.
  3. Open a request for detail.

Approve

  1. Verify the student fee impact (discount % / void target).
  2. Click Approve.
  3. Confirm. The change applies to the fee profile; requester is notified if configured.

Reject

  1. Open the request.
  2. Optionally add a reject note.
  3. Click Reject. Staff must collect or re-request without that change.

Daily habit

  • Clear Approvals before EOD so partial collects and counters stay unblocked.
  • Never share school_admin login with the counter — use Approvals instead.