How to Approve Payment

Click Payments

Click Payment List

Select Payment to approve

Status of Payment is “PENDING APPROVAL”

Check and verify the Payment Details

If user wishes to view the invoice, click on the underlined Invoice Number hyperlink.

*Note: In order to do this, User must have “Read” access for Invoice under Feature Matrix in Entity Management

Click Back to go back to Payment Details

User can either Approve, Send Back or Reject the Payment

Approve

Click Approve to approve this Payment

Once the Payment has been approved, there will be a notification to inform the user that the Payment has been successfully approved. User can click “I Understand” or “Cancel”.

The status of the Payment is “APPROVED”

Send Back

Click Send Back to send back this Payment to the user who created this Payment

Input reason for sending back this Payment

Click Send Back

Once the Payment has been sent back, there will be a notification to inform the user that the Payment has been successfully sent back. User can click “I Understand” or “Cancel”.

The status of the Payment is “SENT BACK”

Reject

Click Reject to reject this Payment. Take note that once Payment is rejected, the user will need to create the Payment again.

Input reason for rejecting this Payment

Click Reject

Once the Payment has been rejected, there will be a notification button to notify the user that the Payment has been successfully rejected. User can click “I Understand” or “Cancel”.

The status of the Payment is “REJECTED”.

Date last updated:
April 12, 2022