Before you begin
After a file is uploaded to Access PaySuite DDCMS Direct, it must be approved before it can be submitted.
Only users with the Can Approve permission can review and approve files.
Approve a file
When a file is submitted for approval, users with the Can Approve permission receive a notification on the Home page.
To approve a file:
From the left-hand menu, select Approvals.
In the Files You Can Approve table, locate the file you want to review.
Select Review and Approve.
Choose one of the following options:
Approve - The file moves to the next stage of the approval process. If you're the final approver, the file status changes to Ready to Submit.
Reject - The file can't progress any further. A new file must be uploaded to restart the process.
To confirm your decision, select Approve This File or Reject This File.
What happens if a file contains an invalid processing date?
If a file contains an invalid processing date, its status changes to Cancelled.
The final approver sees a message explaining why the file was cancelled, and an entry is added to the audit log.
đ Note: A cancelled file can't be submitted. A new file must be uploaded if processing is still required.
How many approvers can be required?
Administrators can require between zero-five additional approvers, excluding the user who uploaded the file.
The number of required approvers can't exceed the number of users who have the Can Approve permission.
Where can I find files waiting for approval?
Files awaiting your approval can be found in the following locations:
Approvals page (for users with the Can Approve permission).
Outstanding Tasks section on the Home Screen.
Outgoings Files list, using the Review and Approve File action.