Prior to its use in creating ACH payments, newly added or edited profiles may require approval (Pending Approval Status). If this is a requirement of your system, the approval must be completed by an authorized user other than the user who added or edited the profile.
To approve an ACH Profile:
Select the ACH
Tab in the navigation bar, choose Maintenance
from the options presented. The ACH:
Profile Summary page is displayed, containing a list of currently
set up profiles.
If you wish to reduce or expand the data that displays in the summary
list, use the Quick Filter
fields located above the summary table.
Click on the record representing the profile to be approved (Pending Approval status) to select it. Right click the record and select the Approve option from those presented.
The selected record's status will change from Pending Approval to Active. It may now be used to create payments.
Repeat for any other Profiles requiring approval.
Profiles in Pending Approval status must be approved by an authorized user other than the profile creator/editor, prior to their use in creating payments.