Purpose: To approve or decline a pending unposted credit card transaction. This routine should only be run after the credit card has been processed at the bank. If, in the Status column, the credit card is set to “approved” by the user, then the payment will be added to the appropriate module journal table to show that the payment has been posted to the bank.
Launch Point: This routine can be launched from the following location(s):
•Utilities → Routines → Credit Card Routines →
Example: When the routine is launched a window will open
All unposted credit card transactions will be shown in the grid. For credit card transactions that have been declined change the Status to “Declined”. If the card has been approved then change the Status to “Approved”. All transactions that are still unposted should have the Status left as pending.
As soon as the status on at least one transaction is changed to “Approved” or “Declined” the No Approved/Declined Transactions to Process button will become enabled and change to Post Approved/Declined Transactions.
When you click the Post Approved/Declined Transactions button the credit card transaction(s) will be posted into the system as either approved or declined.
Note: this routine is only to be used when the credit card transaction has already been processed to the bank.