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: 2019/10/15

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.
Contact Mekorma Support

Post Comment