To approve a direct debit template that is in a Pending Approval status, follow the steps below.
Use Method 1, 2 or 3 to approve several templates at the same time.
||Go to the Receivables > Templates screen
||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.
||Use one of the following methods to approve the template:
- Method 1: Select the template(s) and click Approve on the Control Bar
- Method 2: Right-click on the template(s) and click Approve on the Context Menu
- Method 3: Select the template(s) and click Actions > Approve on the Control Bar
- Method 4: Click on the template to display the Template Details screen and then click Approve on the Control Bar
RESULT: A confirmation message is displayed advising that the template(s) has been approved and the template status changes to Approved.