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Reject Template

To reject a template that is in a Pending Approval status, follow the steps below.

Use Method 1 or 3 to reject several templates at the same time
STEP ACTION
1 Go to the Payments > Templates screen
2 Click View > Pending Approval from the Control Bar to view all templates Pending Approval. If required, you can further refine the templates 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 reject the template:
  • Method 1: Select the template(s) and click Reject on the Control Bar
  • Method 2: Right-click on the template and click Reject on the Context Menu
  • Method 3: Select the template(s) and click Actions > Reject on the Control Bar
  • Method 4: Click on the template to display the Template Details screen and then click Reject on the Control Bar
4 Select a reason for rejecting the template(s) from the drop-down list or select Other and enter a reason. Click Ok.
RESULT: A confirmation message is displayed advising that the template(s) has been rejected and the template status changes to Approver Rejected.