Approve an installment amount

This part of the guide explains how to approve an installment amount.

The instalment amount can only be approved when the status is In progress. Once the amount has been confirmed, its status changes to Approved.

Step 1 - Go to page Estimated Installment Amounts

1. Go to the Assessment module;
2. Choose the Functionalities option;
3. Click on the Estimated Installments Amount menu. This action opens the Estimated Installment Amounts page (502:7000);

Step 2 - Approve an installment amount

4. Go to the Request Status column;
5. Select the In Progress option. This action displays a list of estimated installment amounts with this status;
6. Find the estimated installment amount to be approved;
7. Click on the edit icon of the Estimated Installment Amount subject of the request. This action opens the popup window Estimated Installment Amount
8. Click the Approve button. This action confirms the approval of the estimated instalment amount, displays the date and approval name, changes the status to Approved and refreshes the Estimated instalment Amounts (502:7000) page.