Request Approval or Authorization

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

2. 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

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

*Notifications are configured differently depending on the security model you are using: if processing with the Legacy Security model, go to the Mekorma MICR Security Maintenance window. If using Task-Based security, go to the Mekorma Preferences window.