For a Payment to be completed, it must move through several stages: Approve, Sign, PayShift (if applicable), Disburse, Processing, and Completed. You can manage workflows that define the rules required to advance Payments through each stage. For example, you can designate approvers for Payments within a specific value limit. Once workflows are set, Payments can be managed from two core places: The Dashboard and within Batches. Workflow settings and your permission level will determine the Payments you can update the status on.
Updating Payment Status from the Dashboard
From your Dashboard, you can see a high-level view of Payment stages.
When you select the expand icon next to a Payment stage, you can take the bulk actions you have permission for.
Updating Payment Status within a Batch
From within a particular Batch, you can take bulk actions on several Payments within the same status. You can only take bulk actions within Payments, where you have permission to make changes.
Go to the status where you want to make multiple changes and select the desired Payments. If you have permission to take action, a modal will automatically appear, allowing you to change the selected Payments.
In Approve: You can Approve, Reject, Void, Delete, or change the Payment method for the selected Payments.
In Sign: You can Sign, Reject, Void, or Delete the selected Payments.
In Disburse: You can Print, Reroute, Void, or Delete the selected Payments.
In Complete: You can Reprint, Reroute, or Void the selected Payments.
Note: You cannot take bulk actions when viewing All statuses or Processing Payments.