Automated Approval
Your institution may use an automated approval function for payment request documents. For payment requests that qualify for auto-approval, the system automatically enters 'Processed' status on the pay date. Any user who normally would have received the document for fiscal officer approval will receive an FYI request of the payment request in his or her action list.
Specific accounts may be
excluded from auto-approval by adding them to the Payment Request Auto
Approve Exclusions maintenance table.
Specific Charts, Organizations
and Accounts for specified amounts can be excluded from auto-approval by adding
them to the Negative Payment Request
Approval Limit maintenance table.
If one account on a PREQ document is excluded from auto-approval, the
entire document is excluded.
A payment request is eligible for auto-approval if:
• The total invoice amount is less than the auto-approve threshold designated by your institution.
• All accounts on the Payment Request document allow for auto-approval.
• The payment is not on hold.
• The payment is not on request cancel.
Example