2.2 Record Level Approval

In record level approval, approver can approve individual records/ transactions within the uploaded file.

  1. In the Pending for Approval section, select Non Financial in dropdown list, click the Bulk Record tab. All the uploaded files that require approval appears.
  2. List of available transactions are:
    1. Create Virtual Account (With and without Real Account Linkage)
    2. Modify Virtual Account
    3. Close Virtual Account
    4. Create Virtual Entity
    5. Modify Virtual Entity
    6. Close Virtual Entity
  3. Select a file that is to be approved.
    The Record Approval screen appears.
  4. If we Click the link under the Reference No column.

    The File details screen displays.

    Bulk Record Approve / Reject


    Description of bulk-record-approve-reject.png follows
    Description of the illustration bulk-record-approve-reject.png

  5. Perform any one of the following action: Click Approve to approve the transaction.
    • Click Approve to approve the transaction.The Approval Comment screen appears.Enter the remarks for approval. Click Approve. Transaction successfully approved message appears.
    • Click Reject to reject the transaction. The Rejection Comment screen appears.Enter the remarks for rejection. Click Reject. Transaction rejected message appears.
    • Click Lock to reject the transaction.The Lock Comment screen appears.Enter the remarks for lock. Click Lock. Transaction locked message appears.

    Note:

    To approve / reject / lock multiple bulk records, select multiple check boxes, and then click Approve / Reject / Lock.

Record Approval - File Details

  1. In the Pending for Approval section, click the Reference Id link of the file that is to be approved.

    The Bulk Record Approval – File Details screen appears.


    Description of bulk-record-approval-file-details.png follows
    Description of the illustration bulk-record-approval-file-details.png

  2. Perform any one of the following action:

    • Click Approve to approve the transaction. The Approval Comment screen appears. Enter the remarks for approval. Click Approve. Transaction successfully approved message appears.

    • Click Reject to reject the transaction. The Rejection Comment screen appears.Enter the remarks for rejection. Click Reject. Transaction rejected message appears.

    • Click Lock to lock the transaction. The Lock Comment screen appears. Enter the remarks for lock. Click Lock. Transaction locked message appears.

Parent topic: File Approval