Edit Payment and Payment Proposal Settings of Finance Accounts

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

To use Finance Account Approval, you must have access to Tasks as defined in User Access Rights 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 page, 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 appropriate options of the payment and payment proposal settings that you want to edit.