Edit Payment and Payment Proposal Settings of Finance Accounts

Use the Finance Account Approval submodule to edit the payment and payment proposal settings of selected finance account records.

To use the Finance Account Approval submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To edit the payment and payment proposal settings of a finance account record:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Approval > Finance Account Approval.
3. Highlight the finance account record whose payment and payment proposal settings you want to edit and on the side toolbar of the right pane, click Payment and payment proposal settings.
4. Enter or use the corresponding drop-down lists to select the applicable options of the payment and payment proposal settings that you want to edit.