Approve Payments

Approve Payments

Article Contents: This article explains how to review and approve payments before issuing them in synergy Accounting

Step-By-Step:

Step 1: Once you have selected invoices for payment and posted all selected invoices, you will approve payments:


This step will allow you to verify that payments are correct.

Step 2: To view payment details, click on the icon to the left of payment ID. Once you have verified all information is correct, you will select “Approve”. This will move your payment to “Issue Payments”.

If you “Delete”, the payment will be sent back to Open Invoices.


Step 3: To delete specific invoices from the payment, click on the icon to the left of Payment ID. Select the payments that you wish to remove and move to “Open Invoices”. You can also add additional invoices to the payment ID from this page. Once you “Approve”, any Rejected Invoices will be sent back to Open Invoices, the rest will move to “Issue Payments”:


Step 4: You can also approve payments without verifying payment details by check marking next to each payment on the main screen and selecting “Approve”. A Pre-Approval report can be run from this page as well:


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