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

1 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:

2 If you want to narrow the list of statements that are not approved, follow these instructions; otherwise, skip to step 3:
a Click Candidates to display the Compound Search window.
b Search for the statements you want.

Horizon displays the new list of statements that are not approved.

3 If you want to review the statements that are not approved, follow these instructions; otherwise, skip to step 4:
a Highlight the statements you want to review and click Open Statement.

Horizon displays the first statement you chose.

b Click Header.
c Review the statement header information.
d Click Close.
e Review the line information.
f Do one of these options:
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.
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.

g Repeat the steps in this table to review the statement; otherwise, continue with step 4.
4 At the list of statements that are not approved, highlight the statements you want to approve.
5 Click Approve.

Horizon approves each statement with amounts that are balanced. Horizon removes the approved statements from the list.

 


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