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.
Detail
To enter an authorization:
Click Insert
Check the box next to Payroll if payroll payments are acceptable
Check the box next to AP if vendor payments are acceptable
Check the box next to Statement if the authorization should appear on the Account Statement Report
Check the box next to Repeat if the authorization should be included in the Repeating process
Select the Consumer from 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.
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