Approve Payment – ANZ

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
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: 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 display the Approve Selected Payments pop-up window: Method 1: Right-click on the payment and click Approve on the Context Menu Method 2: Select the payment(s) and click Actions > Approve on the Control Bar Method 3: Click on the payment in the list to display the Payment Details screen and then click Approve on the Control Bar RESULT: The Approve Selected Payments pop-up window is displayed. Note that you will only see token instructions if this is the final approval.
4	Review the payment details: If this is not the final approval, go to Step 5. If there are no token instructions on screen, it is not the final approval. If this is the final approval, go to Step 6
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.
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: Step 1: Generate your authorisation code Step 2: Enter your authorisation code Step 3: Click Approve RESULT: If the payment does not require a dynamic rate, a confirmation message is displayed advising that the payment has been submitted and the payment status changes to Processing If the payment requires a dynamic rate, the payment status will change to Needs Rate. A user will need to Get Rate before the payment is submitted for processing.