3 File Approval

The topic describes the information about approval process of uploaded files.

File Approval option allows the approver to approve/reject the uploaded file. It 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 Approvals screen:
  • From the Approver Dashboard, click Pending for Approvals.

This topic contains the following sub-topics:

  • File Approval
    This topic provides systematic instructions to approve/reject the uploaded files at file level.
  • Record Level Approval
    This topic provides systematic instructions to approve/reject the individual uploaded record/transaction at record level.