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A drafted payment must be approved before it is processed. User rights control the ability to approve payments.
When a user drafts a payment, it appears in the Pending list on the Payments page. It also appears on the Activity Center page. The status of the payment is Drafted. When an eligible approver approves the payment, we schedule the payment for processing. The status changes to Authorized.
To be eligible to approve a transaction, a user must have the Approve right for the Transaction Type. In addition, the payment cannot exceed the user transaction limits.
When an eligible approver logs in, the number of pending approvals appears on the tabs on the Activity Center page.
In addition, pending approvals may appear in the Quick Actions on the Home page. If Quick Actions include pending approvals, the list contains the total number of pending approvals and the number of approvals of each Transaction Type.
Tip: You cannot approve a transaction after its processing date. If the processing date is in the past, you can copy the transaction to create a new transaction with a new effective date. You should cancel the original transaction after you create the copy.
Depending on your security needs and how we configure your account, some transactions may require action by two users. If dual action is required for a transaction, the same user cannot draft the transaction and approve it.
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