Customers Tab

This section describes the fields and actions on the Customers tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver) and no rejected lines for a tab, Maconomy hides the tab.

Tab Fields

Field	Description
View Details	Click this icon to view more information about the approval item specified on the line. The wizard that displays also lets you approve/reject the approval item.
Company Specific	For company customers, this field is selected.
Customer No.	This field displays the customer number.
Customer	This field displays the name of the customer for approval.
Acct. Manager	This field displays the name of the account manager assigned to the customer.
Currency	This field displays the currency used by the customer.
Settling Company	This field displays the number of the company to be used as settling company for the customer.
Customer State	This field displays the customer's current state. The list of possible values is customized by the company. This field is only relevant if: Approval hierarchies are set up to use multiple stage approvals. The company uses the Customer State functionality.
Status	This field displays the customer's current approval status.
Approve	Click this action to approve the line.
Reject	Click this action to reject the line.
Undo	Click this action to undo approval/rejection of the line.

Tab Actions

Button	Description
Approve all	Click this action to approve all the lines pending approval that are listed in the tab.
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.

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Customers Tab

This section describes the fields and actions on the Customers tab of the Approval Center workspace. If you have no pending items for approval (whether as an approver, substitute approver, or super approver) and no rejected lines for a tab, Maconomy hides the tab.

Tab Fields

Field	Description
View Details	Click this icon to view more information about the approval item specified on the line. The wizard that displays also lets you approve/reject the approval item.
Company Specific	For company customers, this field is selected.
Customer No.	This field displays the customer number.
Customer	This field displays the name of the customer for approval.
Acct. Manager	This field displays the name of the account manager assigned to the customer.
Currency	This field displays the currency used by the customer.
Settling Company	This field displays the number of the company to be used as settling company for the customer.
Customer State	This field displays the customer's current state. The list of possible values is customized by the company. This field is only relevant if: Approval hierarchies are set up to use multiple stage approvals. The company uses the Customer State functionality.
Status	This field displays the customer's current approval status.
Approve	Click this action to approve the line.
Reject	Click this action to reject the line.
Undo	Click this action to undo approval/rejection of the line.

Tab Actions

Button	Description
Approve all	Click this action to approve all the lines pending approval that are listed in the tab.
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.