Approving Transactions
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Process
This job aid describes steps on how to approve a pending transaction in CORE.
To approve a pending transaction in CORE, you will want to follow the steps below:
On the left hand navigation, select Worklist from the Message Center.
2. Select the correct worklist type of transaction you are wanting to approve and select Apply.
3. To take a task for a single transaction, select the required transaction and click the 3 dot menu on the right side of line and select Take Task.
This will move the transaction to your personal Worklist for Approval.
4. To Take a task for multiple transactions, select the required transactions and click the little icon that looks like a clipboard with a check box. NOTE: By selecting all lines in your worklist, the box above will autofill.
This will move the transactions to your personal Worklist for Approval.
5. To approve a single transaction
Select the transaction from the list
Click the 3-dot menu on the right side of line
Select Approve.
6. This will Approve the transaction and it will clear from your worklist.
7. To approve multiple transactions
Select the requested transactions with the check box to the left
Click the little circle button with a check mark located to the right of the Grid Actions dropdown.
8. This will Approve the transactions and it will clear them from your worklist.