Preauthorize a transaction

This part of the guide explains how to preauthorize a transaction.

The pre-authorization of a transaction, whether it be manual or transfer, is only possible when its displayed status is In Progress. Once the transaction has been pre-approved, its status remains unchanged (In Progress).

The following example demonstrates how to preapprove a manual transaction with an In Progress 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 - Preautorize 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 In Progress option. This action displays all the manual transactions with this status;
6. Search for the manual transaction you want to preautorize;
7. Click the hyperlink of the Transaction No. subject of the request. This action opens the Manual Transaction page (503:2010);
8. Go to the Preapproval section;
9. Click the Add button. This action opens the pop-up window Preapprove Transaction;
10. Add a Comment.
11. Click the Save button. This action confirms the preapproval of the manual transaction and updates the Manual Transaction page (503:2011).