Authorize a Payment
If payment authorization is enabled and you have the appropriate rights, you can authorize invoices for payment.
- On the Transactions tab, click .
- Locate the payment you want to authorize.
- Click Authorize Payment.
Note: If the amount, vendor, or discount amount of an invoice is changed, an authorized payment becomes unauthorized. The invoice must be authorized again before it can be paid.
Enable Payment Authorization
You can enable or disable payment authorization for invoices.
- On the File menu in your PDS program, click .
- For Invoices Need Authorization, select one of the following options:
- Yes - All Invoices—Require payment authorization for all invoices.
- Yes - For Amounts Over:—Require authorization for invoices exceeding a certain amount. Enter this amount in the text box.
- No—Allow payment of invoices without authorization.
- Click Save.
You must have user names and a security method set up in the program before anyone can authorize payments. This way, there is a record of who authorized the payment. Make sure to give access to all users who can do this.
- On the Administration tab, click .
- Locate the user you want to give access to.
- Select User can authorize the payment of invoices.
- At the top, click Save.