Payments pending approval will display, based on the Threshold assignments as configured with the approval workflow. Depending on the filter in place, approvers will be able to see approvable transactions or all transactions in the companies they have access to.

Using the drop-down menu, you can choose to view payments for all companies, or on an individual company basis.

Click on the filter icon in the top right-hand of the screen to customize your view:

  • Group By View All Transactions, Approvable Transactions, My Specific Transactions, or Batch Number.
  • Sort By Batch Number, Vendor Name, Vendor ID, Amount, or Transaction Number.

Last modified: May 15, 2023

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