To approve a direct debit that is in a Pending Approval status, follow the steps below.
- You cannot approve a direct debit that you created, unless you have Allow Self Approval entitlements
- Use Method 1 or 2 to approve several direct debits at the same time
|1||Go to the Receivables > Current Direct Debits screen|
|2||Click View > Direct Debits For My Approval from the Control Bar to view all direct debits Pending Approval. If required, you can further refine the direct debits on screen by using Filter or Sort:
|3||Use one of the following methods to display the Approve Selected Direct Debit pop-up window:
RESULT: The Approve Selected Direct Debit pop-up window is displayed. Note that you will only see token instructions if this is the final approval.
|4||Review the direct debit details:
RESULT: A confirmation message is displayed advising that the direct debit(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 direct debit(s) in order to send it to the bank for processing. Follow the instructions on screen to:
RESULT: A confirmation message is displayed advising that the direct debit has been submitted and the direct debit status changes to Processing.