Approving an Individual Payment

This article outlines the process for approving an individual payment when using either payment-level or both payment-level and payment run approval workflows.

Refer to the following articles to learn how to approve payment runs:

• Approving a Single Payment Run
• Approving Multiple Payment Runs

Prerequisites

To enable payment-level approvals:

• Configure payment-level approval workflows.
• Check the Require Payment Level Approvals for Payment Runs checkbox on the Administration module > Settings tab > Company Default tile > Payment tab.

The Require Payment Level Approvals for Payment Runs setting must be enabled to approve individual payments and have those approvals impact payment processing. If payment-level approval workflows are configured and the Require Payment Level Approvals for Payment Runs setting is disabled, individual payment approvals and rejections will not change the outcome of payment processing.

Complete the following steps to approve an individual payment:

1. Click the Approvals module from the left-side navigation pane.

2. Click the Payments tile on the Approvals page.

3. Ensure the Payment Approval tab is selected.
4. Use the filter fields to find the payment in the Payment Approval grid.

   Note: Click the Toggle Filter  icon to display the filter fields.

   

5. Use one of the following methods to approve the payment:
   1. Click the Approve  icon in the Action column of the payment to be approved.

      

   2. Click the Payment Number or View  icon to open the Payment Approval Details page, then click the Approve button.

      

      

6. Click OK in the confirmation dialog.

   Note: The confirmation dialog will differ if additional approvals are needed.

   

7. The following actions may occur depending on your approval configuration:
   1. If payment-level approval workflows are configured and payment run approval workflows are not configured:
      • If you are the final approver, the associated payment run is considered approved and will be processed.
      • If additional approvals are required, the payment will move to the next step in the approval workflow. Payments must be approved by all approvers before the payment run is processed.

      Note: If a payment is rejected, it is excluded from the payment run and only approved payments are processed.

   2. If both payment-level and payment run approval workflows are configured:
      • If you are the final approver, the payment run must also be approved before the payment run can be processed.
      • If additional approvals are required, the payment must be approved by all approvers before the payment run can be approved and submitted for processing.
      • If the payment run has been approved, the approved payment will be included in the payment run for processing.
      • If the payment run has not yet been approved, the approved payment will be dependent on the payment run approval to move forward with processing.

      Note: If a payment run is rejected, all associated payments are also rejected. Conversely, if an individual payment is rejected, it is excluded from the payment run, and only approved payments are processed.