Inbound Files - Approval

In the platform Payment Live board, under the section Inbound Files, you can see different boxes that contain inbound files in different statuses. These boxes have different colors, Green, Blue, Yellow, and Red.

In this document we are going to learn about approving inbound files.

File approval is restricted to specific roles. If you do not have access to this part of the platform and need to approve some files, please contact your administrator.

How do inbound files go to the approval queue?

In the platform, all inbound files are processed following the flow configuration. The approval file engine can change the status of the file to “To approve”:

Depending on the options configured in the file flow you can:
- Require always 1 to 4 approvers (Fixed approval).

How to manually approve an inbound file?

In the Inbound Files section within the Payment Live Board, you can find all files in the “To approve” status.

A file can be approved by users different from the user who is the last modifier of the file:

The number of approvers is defined in Flows.
All approvers need to be different.

If you create initially the file, you are the last modifier. If you edit the file but you are not the creator, you can’t approve it.

To approve a file, you need to:

Click on the “File to Approve” queue: you will have access to the list of files awaiting approval.
Find the file you want to approve within this list.
Select the file by checking the box at the end of the row and click on Approve button on top of the screen.

Click of Details to display the whole file information and click on Approve.

For all files to approve, you will be asked for a confirmation. Put an appropriate comment in the box provided and press Approve button at the bottom corner.

You can select multiple files to approve at the same time using the check boxes.
To approve all current files (not only the first 8 files), click on All .
You cannot approve more than 100 files at a time.