Authorization Details Tab

The “Details” tab is where all 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.

Open

Detail

To Insert 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

The “Transactions” tab is where you set the dates and amount for the authorization. To add a transaction, right click and select add transaction, enter in the required fields, and click save.

Open

Detail

To Insert a Transaction:

1. Right Click and select Add Transaction

2. Enter the Start Date, End Date, Dollars, and Units

3. Complete the optional fields

4. Click Save

The “Checklist” tab is where you can add items that have to be marked completed before the selected authorization can be used.

Detail

To Modify Check List Items:

1. Right Click in the white area, or on the desired Checklist Item

2. 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

3. Click Save

The “Limits” tab is where you can add more finite restrictions to the authorization fund usage, giving it an amount usage by date vs a general period.

Detail

To Add Limits:

1. Right Click in the white grid

2. Select Add Row

3. Enter Start Date

4. Enter End Date

5. Complete the applicable fields

6. Click Save

The “Codes” tab is where codes and the selected authorization are linked.

Detail

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