Manual approval

Approving collections

Collections can be approved by following the steps below:

1. Navigate to the Collections view.

2. Click on the first tab, named Draft. These records are collections that have been created that are yet to be approved and submitted to the bank.

3. Select the rows that require approval by clicking their checkboxes or select them all at once by clicking the parent checkbox in the table header.

4. Click on the Actions button (if only one row has been selected) or the Bulk actions button (if multiple rows have been selected) and choose the Approve selected option.

5. A modal window will appear which will provide information on the next submission window.

Note that there are different cut-off periods based on the instrument that was specified for the collection.