Lumary AH - This article will describe the process for approving the bank statement transactions, to validate they have been properly matched.
To approve the matched transaction, follow the below steps:
- Navigate to the Bank Statement
- Click the Requires Approval tab, this is where you are presented with all the transactions that need approval before the Statement can be Finalised and payments can be generated.
- Use the checkbox on the left of each transaction to indicate the transaction(s) you have reviewed and want to proceed to approval.
- Use the green Approve Selected items button at the bottom of the list to approve those transactions.
- Continue this process until all transactions have been approved.
Once all transaction items are approved, you can finalise the statement and generate payments.