Automated approval requests/edit lists
When building payment batches using the Action Board, you have the choice to automate approval requests, print edit lists, or disable those options.
- Open the Action Board Options window (Mekorma Area Page > Setup > System > Action Board Setup > Options).
- In the Build Payment Batches section, choose one of these options:
- No Edit Lists or Approvals: This will disable edit lists and approval requests entirely.
- Request Approvals: This will automatically send approval requests as each batch is built.
- Print Edit Lists
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