After building a batch of payments, the batch can be locked before printing. An approval workflow can be configured to notify designated users (Mekorma Approvers) that there are transaction payments needing their approval.

Workflow must first be configured by activating workflow if using Mekorma Legacy security, or by configuring Threshold IDs and applying them to checkbooks under the Task-Based security model.

Additionally, users assigned to authorize entire batches (Mekorma Batch Authorizers) can be notified that they have pending batches to authorize.

The experience for Approvers/ Authorizers will vary, depending on which security model has been configured. In order to complete the workflow task, Approvers/ Authorizers must navigate to the appropriate Mekorma Navigation List where transactions/ batches can be reviewed and approved/ authorized.

Last modified: 2019/10/15

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