Set Up the Transaction Center Approval Feature

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

To set up the Transaction Center approval feature, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Accounting > Company Settings.
2. On the Transaction Center Approvals tab, select the Enable transaction center approvals check box.
3. Complete the fields on the Accounting Company Settings form.
4. Click Save.

You have the option to set up alerts for the approval process. Alerts notify approvers that submitted transaction entry files are ready to approve. Alerts also notify submitters that entry files are approved or rejected. You set up Transaction Center alerts in Configuration > General > Company Alerts.