Request Approval

Regardless of the security model you have configured (Task-Based approvals or Legacy Security by User ID), approval requests can be accomplished in the following way:

  1. After building a payment batch, the Request Approval button can be selected on one of these windows:
  • Build Payment Batch (under Additional)
  • Edit Payment Batch (under Additonal)
  • Edit Payments (under Additional)
  • Print Payments (replaces Print button)
  • Mekorma Payment Batch Status List

  1. An email or text message will be sent to all eligible Approvers that they have transactions needing their review.

Request Authorization

  1. After building a payment batch, the Request Authorization button can be selected on one of these windows:
  • Build Payment Batch (under Additional)
  • Edit Payment Batch (under Additonal)
  • Edit Payments (under Additional)
  • Print Payments (replaces Print button)
  • Mekorma Payment Batch Status List

  1. An email or text message will be sent to all eligible Authorizers that they have transactions needing their review.
Last modified: Oct 15, 2019

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