Review and Approve

If the approval workflow has been configured, Mekorma Approvers must approve transactions within their designated threshold levels before checks/ EFTs can be printed and processed.

Review Payment Transactions

1. To complete approval tasks, approvers must navigate to the Mekorma Approval Area Page (Mekorma Area Page > click on Mekorma Approval in the upper left-hand menu).

If Multi-Entity Management (MEM), is installed and enabled, the Entity ID column can be viewed in the results list. Only the pending approval payments in an entity to which the user has access will be displayed.

2. Transactions can be viewed using the following filters:
   • All Transactions: displays all transactions needing approval whether they are in the user’s threshold range or not. The user will not be able to approve transactions of a greater amount than their assigned threshold level.
   • Approvable Transactions: displays payment transactions within or below the user’s assigned threshold range, all of which that user has the ability to approve.
   • My Specific Transactions: displays the transactions specifically assigned to the user (those transactions within their designated threshold range).
   • By Batch: displays all transactions the user has permission to approve, grouped together by batch.

3. Review payments by clicking the box next to a payment, then on the Payment Vouchers button. This will display all vouchers that make up that vendor payment in the bottom section of the drop-down window. Please note, when the Payment Vouchers window is open, all payments by vendor for that batch are listed in the top section; clicking on a payment will display all vouchers that make up that vendor payment in the bottom section.
   
   
   

4. Double-click on the desired payment in the upper section of the window. This will open the Mekorma Approval Batch Drill Down window.

5. In the Vendors section, click on a vendor payment and a list of vouchers included in that payment will display on the right-hand side.
   
   
   

6. Double-click on any individual voucher to open the Payables Transaction Entry Zoom window. If using DocAttach or a similar 3rd party plug-in that integrates with the inquiry window, the image of the corresponding invoice can be accessed by selecting the note for a voucher, the relevant image, then Preview.

7. You can reject vendor payments, or reject individual vouchers once reviewed.