Approve or reject a template

About this task

Note: When template authorization is required, it must be performed by an employee designated as an approver.

From the Payments menu, in the Manage section, select Templates Center.
Select the check box for one or more templates to approve or reject.
You can select unlimited templates. However, you must take the same action on all selected templates. For instance, you cannot mix approvals and rejections.

Tip: Use the search options to locate specific templates.
Click one of the following:
- Approve Template – Authorizes the selected templates for use in creating new payments.
  
  On the Approve Templates page, click Approve to complete the authorization.
- Reject Template – Stops further use of the template.
  
  On the Reject Templates page, click Reject to complete the action.
  
  Note: A rejected template can be edited and submitted again for approval.
Tip: You can also authorize individual templates while viewing their details. Click the name of the template, and then on the view templates page, click Approve or Reject, as needed.