FILE APPROVAL

This option allows the approver-user to approve / reject the uploaded file. An uploaded file may or may not require approval. If an approval is required, before payments can be processed – the approval could be either

• File Type
• Record Type

In a File type Approval, the approver accepts or rejects the entire file, and all records are either processed or rejected. While in a Record type approval, the approver could approve some records, and rejects others. Payments are processed only for approved records.

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 the Bulk File tab.

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. Select the multiple files, and Click to Approve.
   OR
   Click the link under the Reference No column. The File Details screen appears.
   

File Details

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.
   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.

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 Reference No link. The Record Approval screen appears.
   OR
   Click Back to navigate to the previous screen.

File Details

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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