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Approving a template

All templates created in Fusion Cash Management (FCM) must be approved. FCM follows the maker-checker concept for approval.

To approve a template

1.     Navigate to Payments.

2.     Click Templates. The Template page is displayed.

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

OR

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

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

5.     Click Approve.

·        You can approve a template with the Submitted status only.

·        After approval, the status of the template changes to Approved.

·        You can also reject a template the above method. Select the template and click Reject.