Payment Proposal for Approval

Use Payment Proposal for Approval in the Approval submodule in the Tasks module to view the list of payment proposals that you need to approve. Payment Proposal for Approval enables you to approve and reject payment proposals. You can also toggle approver details, which show approvers and details.

To use Payment Proposal for Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To view all of the payment proposals in your WorkBook system that need approval, navigate toFinance & Administration > Administrative Follow-Up > Payment Proposal Approval.