Reviewing and Approving a Payment
The below process highlights how to review and approve payment, which are created after a user clicks “Pay now” in the Pay Bills screen. After the payment is approved, a check will be available to print out of Intacct. Parish accounting users should approve payments at the entity level.
Steps
- Click the Application drop-down menu
- Click Accounts Payable
- Click the All tab
- Click Approve payments
- Note: After clicking Approve payments, your screen will change to the Approve Payments screen for the entity you are in. Payments awaiting approval for this entity will appear.
Figure 1
- Review all fields to ensure the payment information looks correct
- Click Approve or Decline on the payment
- Note: If you have multiple payments to approve or decline, you can click the checkbox next to multiple payments as highlighted below and use the Approve or Decline buttons in the top right corner of the screen
- Note: If some of the payment information looks incorrect and you decline the payment, you will need to delete the payment request. Please see the documentation for deleting a payment request.
Figure 2
After the Payment is approved, you can proceed to printing a check if the Payment method used was Printed Check. If the Payment is declined, please see the documentation for deleting a payment request for assistance on next steps.