After building a batch of payments, the batch can be locked before printing. Configure an approval workflow to notify designated users (Mekorma Approvers) that there are transaction payments needing their approval.

Workflow must first be configured by by setting up approvers for payables and applying them to checkbooks.

The experience for approvers will vary, depending on which security model has been configured. In order to complete the workflow task, approvers/authorizers must navigate to the appropriate Mekorma navigation list where transactions/batches can be reviewed and approved/authorized.

Last modified: April 30, 2024

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