To approve a payer that is in a Deletion Pending Approval, Modification Pending Approval or a Pending Approval status, follow the steps below.
Use Method 1, 2 or 3 to approve several payers at the same time.
|1||Go to the Receivables > Payer List screen|
|2||Click View > Awaiting Approval from the Control Bar to view all payers Pending Approval. If required, you can further refine the payers on screen by using Filter or Sort:
|3||Use one of the following methods to approve the payer:
If there are any impacts to current direct debits and templates as a result of approving the payer, an Impact Summary pop-up window will be displayed. You can click on the numbers in the table to view which direct debits and templates are affected. To continue, click Ok.
RESULT: A confirmation message is displayed advising that the payer(s) has been approved: