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Approving a transaction

Transactions can be setup for auto or manual approval. Fusion Cash  Management follows the approval workflow assigned to the product package for manual approvals.

Transaction approval and sending to bank can be automated.  

To approve a transaction

1.     Navigate to Payments.

2.     Click Payment Center. The Payment Center page is displayed.

3.     You can use the available filters to narrow down to the required transaction.

OR

You can use Group by Status filter to view transactions that are pending for approval.

4.     Select a record from the summary grid to approve.

5.     Click Approve. The transaction is set for the next process.

6.     Click Send to send the transaction to bank for further processing.

Send action is based on the bank setup and can be automated. Once approved the transaction is automatically sent to the bank.