This topic provides the systematic instructions of the record-level approval, a process by which approvers can approve individual records or transactions contained within an uploaded file.

To approve / reject a record in file:

1. In the Pending for Approval section, select Financial in drop-down list for Payments & select Non- Financial for Virtual Account Open, and then click the Host to Host Bulk Records tab.
   All the uploaded records that require approval appears.
2. Perform one of the following actions:
   • Select a record that is to be approved.

     The Record Approval screen appears.

   • Click the link under the Reference No column.

     The File Details screen appears.

   Figure 3-7 Bulk Record Approve / Reject (Financial)

   
   

   
   Description of "Figure 3-7 Bulk Record Approve / Reject (Financial) "

   
   

   Figure 3-8 Bulk Record Approve / Reject (Non-Financial)

   
   

   
   Description of "Figure 3-8 Bulk Record Approve / Reject (Non-Financial) "

   
   

   Note:

   Record level approval is not applicable for Add Special Rates.
3. Perform one of the following actions:
   • Click Approve to approve the transaction.

     The Approval Comment screen appears.

     1. Enter the remarks for approval, and click Approve.

        Transaction successfully approved message appears.

   • If you click Reject.

     The Reject Comment screen appears.

     1. Enter the remarks for rejection, and click Reject.

        Transaction rejected message appears.

        Note:

        To approve / reject bulk records, select multiple check boxes, and then click approve / reject.

• Record Level Approval - File Details
  This topic provides the systematic instructions for viewing the file details associated with record-level approval process.