Approving uploaded payment files

Whenever a file is uploaded that requires approval, you will see an entry in the Action Items list on Your Dashboard that indicates how many payment files are awaiting approval.

Important: You can approve or reject the entire file; you cannot approve individual items in the file.

To approve payment files

1. On Your Dashboard, under ACTION ITEMS, click Payment file(s) awaiting approval.
   The Payment File(s) Awaiting Approval window appears with a list of the payment files that have to be approved before they can be processed.
   
   By default, all the payment files that you have permission to approve are selected. Notice that APPROVE ALL is selected in the table header, and there is a green check beside each of the payment files.
   
   
   
   Note: You cannot approve payment files that you yourself have uploaded. Where this is the case, you will see the file in the list, but it is not selected. You will see a note in the approval column that tells you that you cannot approve the file.
   
   
   If your organization has parent and child accounts

   If your organization is set up to use a parent-child hierarchy, files that are uploaded by the child account may require approval by users at either the parent or the child level, or by both a parent and a child.

   In most cases, approvers who belong to the parent account can view and approve files that have been uploaded by other users at the parent level and users at the child level.

   If more than one approval is required, a file uploaded by a child account might require approval by another user at the child account and also by a user at the parent level.

   When a user from the parent account views the Payment file(s) awaiting approval page, the list of files includes those uploaded by the parent account and those uploaded by the child accounts.

   Approvers who belong to a child account will see only the files that were uploaded by child account users.

   Note: If a file that was uploaded by a child requires approval from the parent, the approval must be done at the parent level. That is, the parent cannot approve the file while they are acting as a child.

   For more information on parent and child accounts, see Affiliates (parent and child accounts).
   

2. To see information about the number of approvers required, click the information icon in the INFO column. A pop-up displays the total number of approvals required, and the name of anyone who has already approved the payment file (if multiple approvals are required).
   
   
3. Optionally, click a file name to view details about that file.
   The File Overview page opens.
   
   
   
   In the Payment Summary section, you can click ESTIMATE RATE to see an approximation of the rate and the resulting valuation that will be used when you book the approved payments. Then click APPROVE if you want to approve the displayed file, or go back to the Payment Files Awaiting Approval page to approve multiple payment files.
   
4. On the Payment Files Awaiting Approval window, if there are any payment files that you do not want to approve, click the green check beside those payment files. The check becomes grey to indicate that the file is no longer selected and will not be approved.
5. Click SUBMIT to approve the selected payment files.
   The Payments Approved page appears. This page indicates the number of payment files that were approved, the number that were rejected, and the number that are still awaiting approval.
   
   
   
   For information about rejecting files, see Rejecting payment files. For information about rejecting individual payments in a file, see Rejecting individual payments in a file.
   
   On the Upload Center page, the status of the approved files is a green check.
   
   
   
   If you have permission to book payments, you will see the option Proceed to book payments. For more information, see Booking uploaded payments.