Approve Requests

Introduction

In case of joint accounts, if one of the joint holders initiate a service request or transaction, which needs other joint holders approval, same will be displayed here in this screen.

Navigation

  • Click the Approve Requests link in Service Requests screen.

  • The Approve Requests screen is displayed.

What you can do

The user can view the transactions and requests which need his or her approval. The user can either approve or reject those transactions and requests.

 

Field

Description

Request Types

Displays the type of the request pending for approval.

Number of Records waiting for Approval

Displays the number of requests waiting for approval under each category.

 

Click

To

Download Details as

Select the format from the drop-down list and click the OK button to download the above details.

Formats allowed are:

HTML

 XML

 CSV

 XLS

 DAT

 PDF

 RTF

 TXT.