A payment waits for approval
Over a threshold
Situation
You record a Payment and it stays pending approval.
Recommendation
Someone with payment approval rights approves it in the queue; only then is it posted.
Why
The gate sits inside the single Payment write function, so no screen can bypass it. A pending payment has no effect: no invoice allocation, no bank line, no journal entry. Limits include pending amounts. Payments recorded from a bank statement line are exempt with a reason since the money already left.
Steps
- Create the Payment as usual.
- It becomes pending approval.
- The approver opens the payment approval queue and approves/rejects.
- On approval it posts with the allocation originally submitted.
Avoid
- Allocate a pending payment to invoices by hand.
- Split a payment to stay under the limit.
Roles & permissions
Payment creator; approver with payments:approve.