Recalculate approval rules for a period

Note: This procedure applies to all extract types.

This function is used when you want to reapply the system approval rules against transactions. For example, if you created a new rule part way through a period and want it applied for transactions in the current period, you would use this function. This function can be used in past periods even when the period is closed.

Important:

• This activity will perform a COMPLETE approval recalculation across ALL transactions for this period.
• If a new approval rule has been added or an existing rule modified, this process will change the approval status accordingly for impacted transactions, ie. a transaction that was already approved could return to Approval Required status if there is a rule change that would place it in this status. This process will not overwrite transactions already in the Approved status, if the new or changed rule does not affect the transactions in any way.
• It is recommended this activity is only undertaken by experienced administrators, and if you have any doubts, contact your helpdesk.

To recalculate approval rules for a period:

1. From the main menu, select Administration > Period Management > Statement Periods.

   The Statement Periods screen appears.

2. Click to the right of the selected period.

   A window will appear that shows you the last 10 times this action was performed, and the status of the running action if currently running.

3. To start the approval recalculation for the period, click the Start Approval Recalculation Job link.

Note: Once you have started this process, you can close the window and continue with other functions on the system.