BULK FILE APPROVAL

This option allows you to approve / reject the uploaded file. Following type of approvals / rejection can be done for a file:

• File Level
• Record Level

How to reach here:

Approver Dashboard > Pending for Approvals

File Approval

Once a file is uploaded and pre-processing checks are successfully completed, the status of the bulk file is available as Received.

To approve / reject a file:

1. Click on Bulk File.

Field Description

Field Name	Description
Date	File uploaded date.
Description	Description of the uploaded file.
Transaction Type	Transaction type of the file.
File Name	Name of the uploaded file.
File Amount	Transaction amount in the uploaded file.
Initiated By	Name of the file upload initiator.
Reference No	Reference number generated after the file is uploaded.
Status	File approval / rejection status.
Remarks	Remarks entered while approving / rejecting a transaction.

2. Click the link under the Reference No column. The File Details screen appears.
   OR
   Click Back to navigate to the previous screen.

3. If you click Approve . The Bulk File Transaction Approval screen appears.
1. Enter the reason for approval. Click Approve. Transaction successfully approved message appears.
2. OR
4. If you click Reject . The Bulk File Transaction Approval screen appears.
   
1. Enter the reason for rejection. Click Reject. Transaction successfully rejected message appears.

Note: To approve / reject bulk record, select the multiple check boxes, and then click approve / reject.

Record Level Approval

In record level approval, approver can approve individual records/ transactions within the uploaded file.

To approve / reject a record in file:

1. Click on Bulk Record.

Field Description

Field Name	Description
Date	File uploaded date.
Description	Description of the uploaded file.
Transaction Type	Transaction type of the file.
File Name	Name of the uploaded file.
File Amount	Transaction amount in the uploaded file.
Initiated By	Name of the file upload initiator.
Reference No	Reference number generated after the file is uploaded.
Status	File approval / rejection status.
Remarks	Remarks entered while approving / rejecting a transaction.

2. Click the link under the Reference No column. The Record Approval screen appears.
   OR
   ClickBack to navigate to the previous screen.

3. If you click Approve . The Bulk File Transaction Approval screen appears.
1. Enter the reason for approval. Click Approve. Transaction successfully approved message appears.

2. OR

4. If you click Reject . The Bulk File Transaction Approval screen appears.
   
1. Enter the reason for rejection. Click Reject. Transaction successfully rejected message appears.

Note: To approve / reject bulk record, select the multiple check boxes, and then click approve / reject.

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