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:
- Under the Accounts Receivable menu section, go to the Customers workspace.
- Use the search filter and/or the Search field to select a customer record for your approval.
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To approve the customer record:
- Click Approve.
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To reject the customer record:
Parent Topic: Customers Procedures