This option allows you to approve / reject the uploaded file. Following type of approvals / rejection can be done for a file:
How to reach here:
Approver Dashboard > Pending for Approvals
Once a file is uploaded and pre-processing checks are successfully completed, the status of the bulk file is available as Received.
To approve / reject a file:
Field Name |
Description |
---|---|
Date |
File uploaded date. |
Description |
Description of the uploaded file. |
Transaction Type |
Transaction type of the file. |
File Name |
Name of the uploaded file. |
File Amount |
Transaction amount in the uploaded file. |
Initiated By |
Name of the file upload initiator. |
Reference No |
Reference number generated after the file is uploaded. |
Status |
File approval / rejection status. |
Remarks |
Remarks entered while approving / rejecting a transaction. |
Note: To approve / reject bulk record, select the multiple check boxes, and then click approve / reject.
In record level approval, approver can approve individual records/ transactions within the uploaded file.
To approve / reject a record in file:
Field Name |
Description |
---|---|
Date |
File uploaded date. |
Description |
Description of the uploaded file. |
Transaction Type |
Transaction type of the file. |
File Name |
Name of the uploaded file. |
File Amount |
Transaction amount in the uploaded file. |
Initiated By |
Name of the file upload initiator. |
Reference No |
Reference number generated after the file is uploaded. |
Status |
File approval / rejection status. |
Remarks |
Remarks entered while approving / rejecting a transaction. |
OR
Note: To approve / reject bulk record, select the multiple check boxes, and then click approve / reject.