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This text refers to program version 8.1  

Operations Menu - Payment - Cancel Approval Request

This page describes the 'Cancel Approval Request' function on the Operations menu in the Payment record window. If you are using iOS or Android, the 'Cancel Approval Request' function is on the Tools menu (with 'wrench' icon).

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If a Payment needs to go through an approval process before you can mark it as Ordered or OK and you have started that approval process by selecting 'Request Approval' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android), you will no longer be able to modify the Payment. So, if you realise the Payment contains an error, you must cancel the approval process before you can correct the error. To do this, open the Payment and choose 'Cancel Approval Request' from the Operations or Tools menu. You will now be able to amend the Payment and then restart the approval process by once again choosing 'Request Approval'.

If you cannot cancel the approval process, the probable reasons are:

• The Approval Status of the Payment (visible on the 'Bank' card) is not Pending.
  

• You may have configured the approval process (using the Approval Rules register in the Business Alerts module) so that it does not allow cancellation.
  

• You cannot cancel the approval process if at least one Approval Person has approved the Payment.

Please refer to the description of the Approval Status field on the 'Bank' card of the Payment window for brief details of the approval process and here for full details.

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The Payment register in Standard ERP:

• Introduction
  

• Entering a Payment
  

• Entering a Payment - Example
  

• Payments in Currency
  

• Reconciling Payments, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Payments
  

• Printing Payment Forms and Cheques
  

• Invalidating Payments
  

• Prepayments and On Account Payments
  

• Correcting Mistakes in Payments
  

• Withholding Taxes in the Purchase Ledger
  

• Operations menu, including:
  
  • Order
    

  • OK
    

  • Create Payments Suggestion
    

  • Cheque Run
    

  • Open NL Transaction
    

  • Assign Cheque Number
    

  • Prepare Cheque
    

  • Print Cheques
    

  • Calculate Withholding Taxes
    

  • Payment Status
    

  • Bank Statement
    

  • Print Cash IN-OUT
    

  • Banking File Export
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for Standard ERP manual

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