This article explains how to Authorise and Decline Payment Requisitions with the To Do Module in GhostPractice® Web. 

Payment Requisitions

Firms using electronic authorisations can now review their payment requisition requests in the To Do module.

1. Click on a Requisition to view the payment details.
2. This will open the Payment Requisition Details panel.

3. At the bottom of the panel are the buttons to Authorise, Decline, or Return to Draft. 

   

Authorise 

1. Click the Authorise button to authorise the requisition.
2. The system will prompt you to confirm your intention.

3. Click the Authorise button to proceed, or the Cancel button to return to the details panel.

   

Decline

1. Click the Decline button to decline the requisition
2. The system will display the Decline dialog so that you can enter the reason.
3. Provide reason for declining and click Decline to proceed. 

4. Click Cancel to return to the requisition details panel.