To approve a payment that is in a Pending Approval status, follow the steps below.
- You cannot approve a payment that you created, unless you have Allow Self Approval entitlements
- Use Method 2 to approve several payments at the same time
STEP | ACTION |
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1 | Go to the Payments > Current Payments screen |
2 | Click View > Payment For My Approval from the Control Bar to view all payments Pending Approval. If required, you can further refine the payments on screen by using Filter or Sort:
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3 | Use one of the following methods to display the Approve Selected Payments pop-up window:
RESULT: The Approve Selected Payments pop-up window is displayed. Note that you will only see token instructions if this is the final approval.
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4 | Review the payment details:
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5 | Click Approve
RESULT: A confirmation message is displayed advising that the payment(s) has been approved. It will remain in a Pending Approval status until all approvals are obtained.
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6 | As this is the final approval, you will need to digitally sign the payment in order to send it to the bank for processing. Follow the instructions on screen to:
![]() RESULT:
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