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?
The approval process depends on your Administrator settings:
Files requiring approval show Submit File for Approval button.
Select the required number of approvers from available users.
Selected approvers receive email notifications.
Each approver can approve or reject a file.
All required approvers must approve before the file can be submitted.
If any approver rejects the file, the process stops.
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.
What happens when I approve or reject a file?
If you approve - The file moves forward in the process (or to Ready to Submit if you're the final approver).
If you reject - The file stops processing immediately and can't proceed further. A new file must be uploaded to restart the process.
Where can I see files that need my 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.