Require Check Run Approval

Effect of Require Check Run Approval

The following policy and user permission work together to provide the user with certain abilities in eFinancials:

Require Check Run Approval - a global policy setup option on the Checks Tab:

Approve Check Runs - a permission in the System module (System—Security—Users—eFinancials—Accounts Payable—Check Processing—Check Runs—Approve Check Runs).

Effects of the policy/permission

When both the policy and the permission are turned on, then in Check Runs the following occurs:

User sees the Approve column and Approve icon in the grid.
User can see the status Approved in the Status column in the grid.
Check Runs with the status Validate show the Approve icon in the Approve column.
Clicking the Approve icon brings up the message, Are you sure you want to approve this check run? Yes No Print (or Yes No for users without the Print permission).
Selecting Yes approves the Check Run. User name defaults into the Approve User field and the current date/time defaults into the Approved field.
Selecting Print opens the Check Run Proof parameter selection page to allow printing of the report for users with the Print permission.
Check Runs with the status Validated show the Print icon in the Print column and the Approve icon in the Approve column in the Check Runs grid.
Check Runs with the status Approved show the Print icon in the Print column and nothing in the Approve column.

When the policy is turned on and the permission is turned off, then the user can see Approved in the Status column but cannot see the Approve Column.