Approval Process for the Transaction Center

Transaction files that you enter in Transaction Entry require approval before they are posted only if you configured DPS to require transaction entry approvals.

You enable and configure the Transaction Center approvals feature on the Transaction Center Approvals tab in Settings > Accounting > Company. You choose the transaction types that must go through an approval process and set up employees as approvers who review, reject, and approve the submitted transaction entry files. You also select posting and editing options.

In Settings > General > Company Alerts, you can set up alerts to notify employees when a transaction entry file is submitted, approved, or rejected.

When approvals are configured for a specific transaction type, the Submit File, Approve, and Reject options display on the toolbar of the transaction entry form in Transaction Entry.