Summary approvals screen

The system has a summary approvals screen which shows all transactions awaiting approval or release to the bank.  This can be accessed from the Alert Box screen, the item Pending Transactions.

A list is shown of all items which require attention.  Clicking on the green System Reference No. will take you through to the transaction detail, where you can view all the detail and/or update the status if you have the correct access rights.

You can also approve or release a number of items at the same time from this summary screen.

All items in your departments will show with tick boxes on the left hand side.  If you are not able to approve/release items, that tick box will be greyed out.

1. Approving

Select to see Pending First Approval items.  Tick each box for items you want to approve, you can also click on Select All and then untick boxes if needed.  Once the correct items are ticked, click at the bottom on Approve Message.

A warning pops up that you are about to Approve all the ticked messages, click OK if this is what you wanted to do, or Cancel to return to the list.

A comments box pops up, enter your comments which will be visible on each of the transactions being approved, then click Send.

2. Sending to the bank

Select to see Pending Second Approval items.  Tick each box for items you want to send to the bank, you can also click on Select All and then untick boxes if needed.  Once the correct items are ticked, click at the bottom on Send Message.

A warning pops up that you are about to Send all the ticked messages, click OK if this is what you wanted to do, or Cancel to return to the list.

A comments box pops up, enter your comments which will be visible on each of the transactions being sent, then click Send.