Approve/Reject Templates
If you are entitled as an approver for a particular template type in Universal Online Banker, the Approve/Reject Templates page enables you to authorize templates for use in creating payments.
When authorizing a template, these are your options:
- Approve – Authorizes the template (or multiple templates) for use in creating new payments
- Reject – This stops further processing of the request in its current form. The request can be edited and submitted again for approval. In the Memo field, you can specify the reason to reject the payments.
- Cancel – Returns you to the previous page without making changes
Note: You can authorize instructions only if you are designated in the system as an approver. You cannot authorize any instructions that you created or last modified. In addition, lack of account access or exceeding a limit can prevent you from successfully authorizing an instruction.
