3.1 File Approval

This topic provides systematic instructions to approve/reject the uploaded files at file level.

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. On the Pending for Approval section, click the Bulk File tab.
   All the uploaded files that require approval displays.

   Figure 3-1 Bulk File Approve/Reject

   
   

   
   Description of "Figure 3-1 Bulk File Approve/Reject"

   
   
2. Perform one of the following actions:
   • Select the multiple files and click Approve to approve the transactions.
   • Click the link under the Reference Number column.
     The File Details screen displays.

     Figure 3-2 File Approve/Reject - File Details

     
     

     
     Description of "Figure 3-2 File Approve/Reject - File Details"

     
     
3. On the File Details screen, perform one of the following actions:
   1. Click Approve to approve the transaction.
      The Approval Comment screen displays.

      • Enter the remarks for approval. Click OK.
        Transaction successfully approved message displays.

        Figure 3-3 Transaction successfully approved

        
        

        
        Description of "Figure 3-3 Transaction successfully approved"

        
        
   2. Click Reject to reject the transaction.
      The Approval Comment screen displays.

      • Enter the remarks for rejection. Click Reject.

        Transaction rejected message displays.