Request Approval for a Single Payment Batch

After batches are built, a user must request approval for each batch to initiate the workflow.

Automate Approval Requests

When using the Action Board to build payment batches, approval requests can be sent automatically as the batches are built. This completely eliminates the need to manually request approval. See here for how to enable automatic approval requests.

Manually Request Approvals

1. After building a payment batch using standard GP procedures, requestors can alert the appropriate users that their approval or authorization is needed. Navigate to Mekorma Area Page > Transactions > Payables. The Request Approval button can be selected from any one of these options:
   • Build Payment Batch (under Additional)
   • Edit Payment Batch (under Additional)
   • 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, according to each approver’s notification settings.

*To configure notifications, go to the Mekorma Preferences window.