2.1 File Approval

This topic provides the systematic instructions of the file-level approval process, which is applicable to bill presentment files.

Only File level approval is permissible in case of bill presentment file. 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. Navigate to the Pending for Approval section.
2. Click the Bulk File tab.
   All the uploaded files that require approval appears.
3. Perform one of the following actions:
   • Select the multiple files and click Approve to approve the transactions.
   • Click the link under the Reference No column.

   The File Details screen appears.

   Figure 2-1 Bulk File Approve / Reject

   
   

   
   Description of "Figure 2-1 Bulk File Approve / Reject"

   
   
4. Perform one of the following actions:
   • If you click Approve.

     The Approval Comment screen appears.

     1. Enter the remarks for approval.
     2. Click Approve.

        Transaction successfully approved message appears.

     Figure 2-2 Bulk File Approve / Reject – Remarks

     
     

     
     Description of "Figure 2-2 Bulk File Approve / Reject – Remarks"

     
     
   • If you click Reject.

     The Rejection Comment screen appears.

     1. Enter the remarks for rejection.
     2. Click Reject.

        Transaction rejected message appears.

     Figure 2-3 Detailed Journey

     
     

     
     Description of "Figure 2-3 Detailed Journey"