How to submit a payment for approval

Modified on Tue, 25 Jul 2023 at 02:14 PM

Once a payment is fully coded, it is ready to be submitted for approval. Payments can be submitted for approval individually, or in bulk. Continue reading for more information on both options.

How to submit an individual payment approval

Click into the payment details view. Click Submit For Approval in the bottom-left corner. Click Save and Submit to confirm your decision. Your view will move to the next payment in the In Progress tab.

How to bulk submit payments for approval

In the In Progress tab, highlight the payments you need to submit for approval. Click Actions in the top-right corner, and select Submit for Approval. 

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