Introduction

The below is the manual payment approval process in Seamless.

1. After a payment is added.

2. System will determine which user can act as approver for the payment. This will be based on some criteria (See ). There will be only one user will be chosen as an approver.

3. If the user is determined, the payment will be assigned to that user.

4. That user will see all payments that are pending for approvals on his/her end. See the workflow below.

5. The user will review and decide to approve, reject or hold a payment.

6. Approved payments will continue to Payment Integration process. See Claim Accounting Integration

Prerequisites

Users who join in claim payment approvals are required to have “Approval payments” permission and approval limits configured in Limit Groups. Users who have “Approve payments” permission but are not configured in Limit Groups will not be able to approve payments. See Limit Groups

Pending Payments

Actions on payments

Approve Payment

To approve a payment, on Pending Payments list, click Approve to approve the payment.

Reject Payment

To reject a payment, on Pending Payments list, click Reject to reject the payment.

After the payment is rejected, there will be a notification sent to payment’s creator.

To see the notification, click on the Bell icon on the the main menu to see.

Payment <payment ref. no.> in Claims case <claim ref. no.> has been rejected.

Hold Payment

To hold a payment, on Pending Payments list, click Hold to hold the payment.

After the payment is held, there will be a notification sent to payment’s creator.

To see the notification, click on the Bell icon on the the main menu to see.

Payment <payment ref. no.> in Claims case <claim ref. no.> has been held.