Approve or Reject Customer Information

Use these steps to review and approve or reject new/updated customer information submitted for your approval. You can also approve (and reject) customers in the Approval Center workspace.

To approve or reject a customer record:

1. Under the Accounts Receivable menu section, go to the Customers workspace.
2. Use the search filter and/or the Search field to select a customer record for your approval.
3. To approve the customer record:
   1. Click Approve.
4. To reject the customer record:
   1. Click Reject….
      Maconomy displays the Reject Line wizard.
   2. Enter a rejection reason. This is a required field.
   3. Click Reject.