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Finance Approver (FA), the checker

Who this is: Checks and approves money. Works independently of the maker.

Can see

  • Finance, schemes and monitoring.

Can do

  • Approve or reject a pending transaction (two-step verification and a recent sign-in).
  • Approve a reversal or refund.
  • Decide committee decisions, case approvals, condition waivers and restructurings.
  • Approve or reject a scheme NAV and a scheme dividend.
  • Approve scheme money in Transactions.
  • Approve or reject a finance application as part of the decision group.
  • Acknowledge warnings.

Can never do

  • Approve a record they made.
  • Declare a dividend and then approve it.
  • Approve a NAV they recorded.
  • Approve a finance action without two-step verification and a recent sign-in.

Top 5 tasks

  1. Approve or reject a pending transaction in Transactions.
  2. Decide a committee decision on an application.
  3. Approve a condition waiver with a written reason.
  4. Approve or reject a scheme NAV.
  5. Approve or reject a scheme dividend.