Once a file has been successfully uploaded to Access PaySuite DDCMS Direct, it must be approved before it can be submitted. Below is what you need to know about approving a file.
How does the approval process work?
Once a file has been submitted for approval, the administrator will receive a notification appearing on the home page.
From the left bar, select Approvals.
From the Files You Can Approve table, choose the entry and select Review and Approve.
After reviewing, you can:
Approve the file for final submission: If you approve - The file moves forward in the process (or to Ready to Submit if you're the final approver).
Reject the file: The file stops processing immediately and can't proceed further. A new file must be uploaded to restart the process.
After approving the file, click Approve This File within the warning message.
📌 Note: Any files with invalid processing dates, the file will transition to Cancelled status and a message will be displayed to the final approver confirming the reason for this. An audit log entry will also be added.
How many approvers are required for a file?
The Administrator can set zero-five additional approvers required beyond the uploader. The maximum can't exceed the number of users with Can Approve permission.
Where can the administrator see files that need an approval?
Files requiring approval appear in:
The Approvals tab (if you have Can Approve permission).
The Outstanding Tasks section on the Home Screen.
The Outgoings Files list with Review and Approve File action.