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Approve Payer

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

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.
STEP ACTION
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: 
  • 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 payer:
  • Method 1: Select the payers(s) and click Approve on the Control Bar
  • Method 2: Right-click on the payer(s) and click Approve on the Context Menu
  • Method 3: Select the payer(s) and click Actions > Approve on the Control Bar
  • Method 4: Click on the payer to display the Payer Details screen and then click Approve on the Control Bar
Impact Summary?
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:
  • If the request is to approve a new or edited payer, the payer status changes to Approved
  • If the request is to approve deleting a payer, the payer status changes to Deleted