Managing Comp Requests
Approving a Comp Request
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From the OPERA Cloud menu, select Financials, select Comp Accounting, and then select Comp Routing Instructions. The Comp Routing Instructions screen appears.
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Enter search criteria and click Search. If you are searching for pending comp requests, only select the Request check box and then click Search.
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From the search results, locate a comp request, click the row-level vertical ellipsis, and select View Routing Instructions.
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On the Routing Instructions screen, locate the comp request under the Request section, click the row-level vertical ellipsis, and select Edit.
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Select the Comp option and finish the setup of the comp routing instruction as described in Managing Comp Routing Instructions.
Declining a Comp Request
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From the Comp Routing Instructions screen, enter search criteria and click Search.
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From the search results, locate a comp request, click the row-level vertical ellipsis, and select View Routing Instructions.
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On the Routing Instructions screen, locate the comp request under the Request section, click the row-level vertical ellipsis, and select Edit.
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Click Decline.
Deleting a Comp Request
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From the Comp Routing Instructions screen, enter search criteria and click Search.
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From the search results, locate a comp request, click the row-level vertical ellipsis, and select View Routing Instructions.
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On the Routing Instructions screen, locate the comp request under the Request section, click the row-level vertical ellipsis, and select Delete.