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Approve Periodic Payment

To approve a periodic payment schedule that is in a Pending Approval status, follow the steps below.

Use Method 1, 2 or 3 to approve several periodic payments at the same time.
STEP ACTION
1 Go to the Payments > Periodic Payments screen
2 Click View > Pending Approval from the Control Bar to view all periodic payments schedules Pending Approval. If required, you can further refine the periodic payments on screen by using Filter or Sort: 
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3 Use one of the following methods to approve the periodic payment schedule:
  • Method 1: Select the periodic payment(s) and click Approve on the Control Bar
  • Method 2: Right-click on the periodic payment(s) and click Approve on the Context Menu
  • Method 3: Select the periodic payment(s) and click Actions > Approve on the Control Bar
  • Method 4: Click on the periodic payment to display the View Periodic Payment Domestic Payment screen and then click Approve on the Control Bar
RESULT: A confirmation message is displayed advising that the periodic payment(s) has been approved and the periodic payment status changes to Active.

A payment instance is created approximately seven days before the value date and will be available to view and approve in the Current Payments screen.