Transaction Center Approvals

Use the Transaction Center approval feature if you want employees to submit transaction center entry files for approval before the files are posted.

If you use the Multicompany feature, you turn on and set up Transaction Center approvals for each company in your enterprise.

Optionally, you can set up Transaction Center alerts in Configuration > General > Company Alerts that notify:

• Approvers when transaction entry files are submitted and ready to approve.

• Transaction entry file submitters when their files are approved or rejected.

The following process occurs when the Transaction Center approval feature is turned on:

1. After employees enter transactions, they submit the transaction entry file for approval. The toolbar for Transaction Center entry forms displays a Submit File option.

2. If you set up alerts for Transaction Center approvals:

   • The appropriate approvers receive an alert to notify them that a transaction entry file has been submitted for their approval.

   • When approvers receive alerts, they can click a link within the alert message to directly open and approve the forms in the transaction entry file. They can enter a rejection reason on a transaction entry form.

3. Approvers review and then reject or approve forms within the submitted transaction entry files. The toolbar for Transaction Center entry forms displays Approve and Reject options. The Transaction Center entry forms contain Form Status, Approved By/Rejected By, and Reject Reason fields.

4. If you use alerts, transaction entry file submitters receive an alert to notify them that their files are approved or rejected. They can click a link within the alert message to directly open and modify the Transaction Center entry form that was rejected.

5. Submitters can post approved transaction entry files or revise rejected transaction entry files and submit them again.

When the Transaction Center approval feature is turned on, transaction entry files for transactions types that are excluded from the approval process must also be submitted. However, they do not need to be approved. After they are submitted, their status automatically changes to approved, and the file is immediately available to post.

When you have the Transaction Center approval feature enabled for all transaction types and you do not select the option that allows you to post transactions as they are generated when you process Consultant Accruals, Labor Cross Charges, Intercompany Billing, and Revenue Generation, any transaction entry files that are created are also included in the approval process.