v7 FreeBalance Help

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Overview

To REQUEST APPROVAL for a Payment, follow the steps below:

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

Note: In order to Request Approval for a Payment, the previous Payment status must be set to Completed.

Note: Once Approval is Requested, changes to Payments are no longer permitted.

Note: After Approval is Requested, the next status for the Payment maybe set to Approved or Cancelled (refer to Workflow Transitions for Payments for more information).

2. Select the Payment you would like to Request for Approval.
3. Select Request Approval from the drop down list in the Transition field:

4. A Transition window will be displayed confirming the Transition.  If necessary, add a description in the Step Note in the Transition window:

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

7. Click Ok on the Workflow Transition Executed window.  The Payment status is now set to Approval Requested:

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