The Submit Batches for Approval action allows you to select specific batches across all your companies to submit for approval. Utilizing the cross-company configuration approach, you can view all batches for all your companies (as long as they have the approval workflow enabled) and submit as many for approval at one time. To submit a batch for approval:
- Navigate to Action Board.
- Select Submit Batches for Approval from the Action menu.
![Select Submit Batches for Approval from the Action Board home page]( "Select Submit Batches for Approval from the Action Board home page")
- Mark the batch(es) you want to submit and click Process to send your batch out for approval. Select them all by clicking Actions > Mark All.
![Mark your batches to submit for approval and click Process]( "This shows a batch that has already been sent out for approval, batches selected for processing, and an unselected batch.")
- Once the batch is processing, the batch is locked and its status updates to Pending Approval (you may need to click Refresh to update to this status). Batches are sent for approval according to your organization’s approval rules.
![The batch status has updated to pending approval]( "The batch status has updated to pending approval")
- As batches are approved, they become ready for the next process and no longer appear in the approval submissions list.
![Remaining batches that have not been approved yet. The approved batches are no longer found in the Submit Batches for Approval action list.]( "Remaining batches that have not been approved yet. The approved batches are no longer found in the Submit Batches for Approval action list.")
In the example above, some of the batches from steps 2 & 3 have been approved, while others are still awaiting approval. The approved batches are found in the post batches action.
Last modified:
November 26, 2024
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