If you are assigned the Transaction Approver role, you can approve transactions.
Once you approve a transaction, it is no longer available for editing; however, you can still add notes to an approved transaction.
To approve multiple transactions at the same time, all the transactions you select must be assigned to you and must be in a hierarchy to which you have a scope of view. If any of them are in a hierarchy to which you do not have the correct scope of view, or if you are not assigned to them as the approver, the Approve button will be unavailable.
Note: You can select up to 100 transactions at a time to approve; however, the total number of records you can select depends on the number of records displayed. By editing your profile, you can choose to display 20, 50, or 100 records per page. To change the number of records that display, see Customizing Your Screen View.
To approve a single transaction:
Select Transactions > Approve.
Click the transaction you want to approve.
Review the transaction and make any necessary changes (for example, Accounting Code fields, Transaction Notes, Tax Management fields, and so on). For more information about the changes you can make to a transaction, see Editing a Transaction.
Click Approve.
If additional levels of approval are required, select the next approver from the list. If you have the option to specify an additional approver whose approval authority in the hierarchy is greater than your own, select the next approver from the list (if desired).
Click Save.
To approve multiple transactions at once:
Select Transactions > Approve.
Select the transactions you want to approve.
Click Approve.
If additional levels of approval are required, select the next approver from the list.