This topic provides the systematic instructions to approve the file.

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.

The transactions has the attachment icon against each record that indicates the transaction has physical document linked to it. Based on this information, approver can directly approve the transaction or he will drill down the transaction details and verify the attached documents by downloading it.

Figure 2-1 Pending for Approval

Description of "Figure 2-1 Pending for Approval"

1. From Approver Dashboard, click Pending for Approval
   The Pending for Approval screen is displayed.
2. In the Pending for Approval section, click the Bulk File tab.
   All the uploaded files that require approval appears.
3. Select the multiple files and click Approve to approve the transactions.
4. Click the link under the Reference No column.
   The File Details screen appears.

   Figure 2-2 Bulk File Approve / Reject

   
   

   
   Description of "Figure 2-2 Bulk File Approve / Reject"

   
   
5. If you click Approve, the Approval Comment screen appears.

   Figure 2-3 Bulk File Approve / Reject – Remarks

   
   

   
   Description of "Figure 2-3 Bulk File Approve / Reject – Remarks"

   
   
   1. Enter the remarks for approval. Click Ok.
      Transaction successfully approved message appears.
   • If you click Reject. The Approval Comment screen appears.
6. If you click Reject. The Approval Comment screen appears.
   1. Enter the remarks for rejection. Click Reject.
      Transaction rejected message appears.