Approve Payment Requests

Once you have verified the payment request records on the roster, you can approve some or all of the payment requests for payment. The system requires you to review each payment request before approval.

Approve payment requests as follows:

1. Click the Financial tab at the top of the screen.

2. Click the Payment tab.

3. Click the Payment Requests Roster link in the navigation bar on the left. The Payment Requests Roster Search Criteria screen appears.

4. Select the radio button for Non-Approved Rosters Only or Approved Rosters Only enter month and year in Roster Approval Date (MM/YYYY) field. Click Filter Worker button.

5. Select Worker and Roster Name.

6. Click Search. The Payment Requests Roster Search Results table appears with the payment requests on the roster. Payments needing approval with show as No in the Aprv column.

7. In the Options field, select Approve Payments.

8. Click Go. You are taken to the Approve Payment Requests screen.

9. Select the payment request you wish to approve. Click Save. You are taken to the Payment Requests Roster Search Results screen. The approved payments now have Yes in the Aprv column.