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If you have been nominated as a payment approver for your company you will see the Payment Approval options in the Client Portal. Only users who have authority to approve BACS file payments will see these options.
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All nominated payment approvers will receive an email notification when a payment file needs approval.
Approval is required by 4.30pm on the last day that the file can be submitted to the BACS system. Clicking the link in the email will take you to the RSM Client Portal. After logging in you will be directed to the file that needs approval.
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Once you have approved or rejected the payment it will disappear from this screen.
Approval History
Details of all the payment files you have received for approval will appear in the Approval History page.
It shows the current status of the payment file and details of who approved or rejected it.
You can filter by submission date or search for matching file or approver names.