FILE APPROVAL
This option allows the approver 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.
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:
- In the Pending for Approval section, click the Bulk File tab. All the uploaded files that require approval appears.
- Select the multiple files, and click
OR
Click the link under the Reference No column. The File Details screen appears.
to approve the transactions.
- If you click , the Approval Comment screen appears.
- Enter the remarks for approval. Click
Transaction successfully approved message appears.
OR
. - If you click
- Enter the remarks for rejection. Click
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:
- In the Pending for Approval section, click the Bulk Record tab. All the uploaded files that require approval appears.
- 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.
- Click
The Approval Comment screen appears.
to approve the transaction. - Enter the remarks for approval. Click
Transaction successfully approved message appears.
. -
OR
- Click
The Approval Comment screen appears.
to reject the transaction.
- Enter the remarks for rejection. Click
Transaction rejected message appears.
.
Note: To approve / reject bulk records, select multiple check boxes, and then click approve / reject.
Record Approval - File Details
- In the Pending for Approval section, click the Reference Id link of the file that is to be approved.
The Bulk Record Approval – File Details screen appears.
- Click to approve the transaction. The Approval Comment screen appears.
- Enter the remarks for approval. Click
OR
.
Transaction successfully approved message appears.
- Click to reject the transaction. The Approval Comment screen appears.
- Enter the remarks for rejection. Click . Transaction rejected message appears.