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
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”
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”
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”.