Approving Statements in a Batch
If you want, you can approve statements in a batch. (You can also approve statements individually if you are already in a statement. For more information, see Approving Statements Individually.)
To approve statements in a batch
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1
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Start the Batch Approve process. |
The default location of this process is the Acquisitions\Statement folder on the navigation bar.
Horizon displays every statement that is not approved:
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2
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If you want to narrow the list of statements that are not approved, follow these instructions; otherwise, skip to step 3: |
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a
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Click Candidates to display the Compound Search window. |
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b
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Search for the statements you want. |
Horizon displays the new list of statements that are not approved.
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3
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If you want to review the statements that are not approved, follow these instructions; otherwise, skip to step 4: |
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a
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Highlight the statements you want to review and click Open Statement. |
Horizon displays the first statement you chose.
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c
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Review the statement header information. |
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e
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Review the line information. |
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f
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Do one of these options: |
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•
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If you want to approve the individual statement, then click Approve on the Statement window. Horizon approves the statements if each statement’s amounts are balanced. |
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•
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If you are finished reviewing the current statement, click the Close button in the upper-right corner of the Statement window. |
If you chose to review more than one statement from the list of statements, Horizon displays the next Statement window for you to review.
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g
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Repeat the steps in this table to review the statement; otherwise, continue with step 4. |
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4
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At the list of statements that are not approved, highlight the statements you want to approve. |
Horizon approves each statement with amounts that are balanced. Horizon removes the approved statements from the list.
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