Submit Batches for Approval

Select specific batches across all your companies to submit for workflow 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:

1. Go to Action Board.

2. Select Submit Batches for Approval from the Action menu.

3. Mark the batch(es) you want to submit. Click Process to send your batch out for approval.
   

4. Click the info icon in the right-hand corner to open the Action Board Journal Check.
   

4a. Review any issues by clicking Issues Total. A list page opens indicating any errors or validation issues with the respective batch.

4b. To view the batch details, click Number of Lines. This opens the Payment Journal in a new browser tab, with the batch pre-populated. The tab will be logged into the company where the batch exists.

4c. Make any corrections or complete any processes to the batch as is required to allow the batch to post.

5. Click Process to send your batch out for approval.

6. Once the batch is processing, the batch is locked and its status updates to Pending Approval (If the status doesn’t update, click Refresh). Batches are sent for approval according to your organization’s approval rules.
   

7. As batches are approved, they become ready for the next process and no longer appear in the approval submissions 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.