Reject a Payment

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Overview

To REJECT an Approval Request for a Payment, follow the steps below:

1. OPEN the Payment you wish to Reject.

Note: By default, users with authority to Reject a Payment will receive an Internal Message:

  • Open the message by selecting it; this will open a new window:

  1. Select the Lookup icon on the new window to locate the Payment you wish to Reject.

Or, you can navigate to the module and search for the Payment you wish to Reject.  To do this, go to Step 3 below.

  1. Find the Payment which you would like to change the status to Rejected (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Reject a Payment, the previous Payment status must be set to Approval Requested.

Note: Once the Payment has been Rejected, the Payment status will change back to Completed (refer to Workflow Transitions for Normal Payments for more information).

  1. Select Reject from the drop down list in the Transition field:

  1. A Transition window will be displayed confirming the Transition.  Add a description in the Step Note in the Transition window:

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  1. Click on the Finish  icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
  2. Upon clicking the Finish icon a window will be displayed confirming the Payment Workflow Transition was executed:

  1. Click Ok on the Workflow Transition Executed window.  The Payment status is now changed back to Completed: