Transaction - Approval
On the platform Payment Live board, under the section Transactions you can see different boxes that contain transactions in different statuses. These boxes have different colors, Green, Blue, Yellow, and Red.
In this document we are going to learn about the “Transactions to approve” queue. This queue contains all transactions that need an approval to process it further.
Transaction approval is restricted to specific roles. If you do not have access to this part of the platform and need to approve some transactions, please contact your administrator.
How transactions go to the approval queue?
On the platform, all transactions are processed based on the flow configuration. The approval transaction engine can change the transaction status to “To approve”:
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Depending on the options configured in the transaction flow you can:
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Require always 1 to 4 approvers (Fixed approval).
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Require 1 to 4 approvers when the transaction amount exceeds an approval threshold (Variable approval).
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How to manually approve a transaction?
In the Transactions section within the Payment Live Board, you can find all transactions in the “To approve” status.
A transaction can be approved by users different from the user who is the last modifier of the transaction:
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The number of approvers is defined in Flows
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All approvers need to be different
If you initially create the transaction, you are the last modifier. If you edit the transaction but you are not the creator, you can’t approve it.
To approve a transaction, you need to:
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Click on the “Transactions to approve” queue: you will have access to the list of transactions awaiting approval.
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Find the transaction you want to approve within this list.
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Select the transaction by checking the box at the end of the row and click on Approve button on top of the screen.
OR
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Click on Details to display the whole transaction information and click on Approve.
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For all transactions to approve, you will get a transaction review screen. Review all the details, put an appropriate comment in the box provided and press Approve at the bottom corner.
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You can select multiple transactions to approve at the same time using the check boxes.
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To approve all current transactions (not only the first 8 transactions), click on All.
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You cannot approve more than 100 transactions at a time.
When you approve a transaction, the status "To approve” changes to “Processed”.
When you reject a transaction, the status “To approve” changes to “Rejected”.
When you correct a transaction, the status “To approve” changes to “To Correct”.