2 File Approval
This topic describes the functionality that enables approvers to approve or reject uploaded files.
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 reject others. Only the approved records are processed further.
- Perform the following navigation to access the Pending for
Approval section.
- From the Approver Dashboard , click Pending for Approvals
- From the Search bar, type Transactions - Pending for Approvals and press Enter.
The the Pending for Approval section appears.
- File Approval
This topic provides the systematic instructions of the file-level approval process. - Record Level Approval
This topic provides systematic instructions to approve/reject the individual uploaded record/transaction at record level.