FILE APPROVAL

This option allows the approver-user to approve / reject the uploaded file. File approval could be either

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 reject others. Only the approved records are processed further.

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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.
  1. 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
  2. If you click Reject. The Financial / Non-Financial Transaction Approval screen appears.
  3. Enter the remarks for rejection. Click Reject.
    Transaction 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 Record tab. All the uploaded files that require approval appears.
  1. Select a file that is to be approved.
    The Record Approval screen appears.
    OR
    Click the link under the Reference No column. The File Details screen appears.
  1. Click Approve to approve the transaction.
    The Financial / Non Financial Transaction Approval screen appears.
  2. Enter the reason for approval. Click Approve.
    Transaction successfully approved message appears.

  3. OR

  1. Enter the remarks for rejection. Click Reject.
    Transaction rejected message appears.

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

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