How to Approve Payments in PTX?

Single Approval

1. Login to PTX as a user who has the Approve role.
2. Filter the view on the All Payments screen to look for entered batches, or simply look for the entered batch that you wish to Approve.
3. Click View next to the entered batch.
4. Check the details of the file if necessary.
5. Click Approve.
6. The status will update to Approved and will be ready for submission.
7. You are still able to unapprove the batch you Approved.

Multiple Approval

If a payment profile has been configured to require multiple approvers:

1. Login to PTX as a user who has the Approve role.
2. Filter the view on the All Payments screen to look for entered or part approved batches, or simply look for the entered or part approved batch that you wish to Approve.
3. Click View next to the entered or part approved batch.
4. Check the details of the file if necessary.
5. Click Approve.
6. The status will update to Approved and will be ready for submission.
7. You are still able to unapproved the batch you approved or part approved.

Automatic Approval

If you wish to have PTX automatically Approve a batch this must be setup in the Payment Profile.

1. Login to PTX with an account who is an Administrator.
2. Navigate to the Settings menu.
3. Click Payment Profiles.
4. Click View next to the payment profile you wish to auto approve.
5. Tick Automatically approve payments.
6. Click Save changes.
7. The next time a batch is entered, its status will change to automatically Approved.