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.

Detail

To enter an authorization:

1. Click Insert

2. Check the box next to Payroll if payroll payments are acceptable

3. Check the box next to AP if vendor payments are acceptable

4. Check the box next to Statement if the authorization should appear on the Account Statement Report

5. Check the box next to Repeat if the authorization should be included in the Repeating process

6. Select the Consumer from the drop down field

7. Complete all Required Fields

8. Click Save