Approving Real Estate Payments |
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Individual real estate payments can be approved directly from the Pending Real Estate Payments screen. 1. Click [approve] under the Action column next to the payment that you want to approve. The following message will appear: Are you sure you want to approve this payment? 2. Click ‘OK’ to approve the payment. 3. The status of the payment will change to Ready.
To view the details of a payment before you approve it: 1. On the Pending Real Estate Payments screen, click on the Reference Number of the payment you want to approve. 2. Review the details of the payment and press the Approve button at the top of the Real Estate Payment Details screen.
3. The status of the payment will be updated on the Pending Real Estate Payments screen.
Note: · All payments must be in ‘Ready’ status before they can be sent to the Bank. · The number of approvals required can be viewed on the Real Estate Payments Service Information screen. · The same user that entered a transaction cannot approve the transaction. |
Batch Approval |
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The Batch Approval function can be used to approve a number of payments at once. 1. On the Pending Real Estate Payments screen, click on the Batch Approval button. The Batch Approval screen will appear, listing all payments that require approval. 2. Choose the payments you want to approve by clicking on the check boxes under the Select column. To select all payments, click on Check All above the column. 3. Press the Approve button at the top of the screen. The Pending Real Estate Payments screen will appear with the payment statuses updated.
Note: If any payments could not be approved, a message will be displayed on the Pending Real Estate Payments screen and the individual payments will be flagged as having an error. To view the reason for the error, click on the payment Reference Number. The error message will be displayed at the top of the Real Estate Payment Detail screen. |
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