Approve a transaction

This part of the guide explains how to approve a manual or a transfer transaction.

The approval of a transaction, whether it is manual or transfer, is only possible when the displayed status is Pending Final Approval. After the transaction has been approved, the status changes to Approved.

The following example shows how to approve a manual transaction with a Pending Final Approval status. This procedure is standardized and applies also to transfer transactions.

Step 1 - Go to the page List of Manual and Transfer Transactions

1. Go to the Tax Account module;
2. Click on the Manual and Transfer Transactions menu. This action opens the List of Manual and Transfer Transactions page (503:2010);

Step 2 - Approve a transaction

3. Using the radio buttons, select the Manual Transaction option. This action updates the page and displays manual transactions;
4. Go to the column Transaction status;
5. Select the Pending Final Approval option. This action displays all manual transactions with this status;
6. Search for the manual transaction to approve;
7. Check the Transaction No. box subject of the request;
8. Click the Approve button. This action opens the Confirmation window;
9. Add a Comment;
10. Click the Save button. This action confirms the approval of the manual transaction, changes the status to Approved and updates the List of Manual and Transfer Transactions page (503:2010).