Overview
The “Details” tab is where all of the validation rules are entered for each Authorization. Each authorization can be marked to have payroll and/or vendor payments dollar and/or unit maxes set by daily, weekly, monthly, quarterly, annual, and fiscal year. Service codes can be added to an authorization to limit the service codes that are being paid out of that authorization. The “Details” tab also has 4 sub tabs: Transactions, Check List, Limits, Codes.
Detail
To enter an authorization:
Click Insert
Check the box next to
Payroll if payroll payments are acceptable
AP if vendor payments are acceptable
Statement if the authorization should appear on the Account Statement Report
Repeat if the authorization should be included in the Repeating process
Select the Consumerfrom the drop down field
Complete all Required Fields
Click Save
Some fields will default information, such as the type or status. Remember to verify that the defaulted information is correct.
For checklist items:
Navigate to the Checklist List Tab
Right Click on the desired Checklist Item
Select one of these options
Click mark completed to stamp an item as completed with your name and timestamp
Click reset item to revert the item to incomplete
Click reload items to load any recently created checklist items
Click Save
To Add Limits:
Navigate to the Limits tab
Right Click in the white grid
Select Add Row
Enter Start Date
Enter End Date
Complete the applicable fields
Click Save
To Remove Limits:
Navigate to the Limits tab
Right Click in the white grid
Select Remove Row
Click OK
Click Save
To Add a Service Code:
Navigate to the Code tab
Right Click in the white grid
Select the Service Code from the codes field
Click Save
The Service Code must be attached to the Consumer in the Consumer module on the Service Code tab before it will show here as an option to select.
To Remove a Code:
Navigate to the Service Code tab
Right Click in the white grid
Select Remove
Click OK
Click Save