Authorization Details

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:

1. Click Insert

2. Check the box next to

   1. Payroll if payroll payments are acceptable

   2. AP if vendor payments are acceptable

   3. Statement if the authorization should appear on the Account Statement Report

   4. Repeat if the authorization should be included in the Repeating process

3. Select the Consumer from the drop down field

4. Complete all Required Fields

5. Click Save

For checklist items:

1. Navigate to the Checklist List Tab

2. Right Click on the desired Checklist Item

3. 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

4. Click Save

To Add Limits:

1. Navigate to the Limits tab

2. Right Click in the white grid

3. Select Add Row

4. Enter Start Date

5. Enter End Date

6. Complete the applicable fields

7. Click Save

To Remove Limits:

1. Navigate to the Limits tab

2. Right Click in the white grid

3. Select Remove Row

4. Click OK

5. Click Save

To Add a Service Code:

1. Navigate to the Code tab

2. Right Click in the white grid

3. Select the Service Code from the codes field

4. Click Save

To Remove a Code:

1. Navigate to the Service Code tab

2. Right Click in the white grid

3. Select Remove

4. Click OK

5. Click Save