Approve Direct Debit Template – ANZ Digital Services Help

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 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.

STEP	ACTION
1	Go to the Receivables > 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 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.