FILE APPROVAL

This option allows the approver-user to approve / reject the uploaded file. File 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. Only the approved records are processed further.

How to reach here:

Approver Dashboard > Pending for Approvals

File Approval

Once a file is uploaded and pre-processing checks are successfully completed, the file is pending approval, and is in the respective Approver’s queue.

To approve / reject a file:

1. In the Pending for Approval section, click the Bulk File tab. All the uploaded files that require approval appears.

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

3. If you click Approve. The Financial / Non Financial Transaction Approval screen appears.
1. Enter the remarks for approval. Click Approve.
   Transaction successfully approved message appears.
   OR
   If you click Reject. The Financial / Non Financial Transaction Approval screen appears.
   
1. Enter the remarks 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. In the Pending for Approval section, click the Bulk File tab. All the uploaded files that require approval appears.

2. Select a file that is to be approved and click the Reference No link.
   The Record Approval screen appears.
   

Record Approval - File Details

3. Click Approve to approve the transaction.
   The Financial / Non Financial Transaction Approval screen appears.
1. Enter the reason for approval. Click Approve.
   Transaction successfully approved message appears.

2. OR

• Click Reject to reject the transaction.
  The Financial / Non Financial Transaction Approval screen appears.
  

1. Enter the remarks 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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