Unapprove a transaction in the Accounting screen

You can unapprove transactions that have the status Approved. The Approved status means the transaction hasn’t yet processed or posted.

To unapprove a transaction, access the Accounting screen of a claim file or exposure file, and:

  1. In the Transactions table, navigate to a transaction with the status Approved.
  2. Navigate to the Actions column of the transaction and select the ellipsis. A dropdown will appear.
  3. Select Unapprove. A Payment pop-up window will open, asking the following:

    Are you sure you want to unapprove payment?

  4. Select Yes to unapprove the payment. Select Cancel to return to the Accounting screen without unapproving the transaction.

Usage consideration

When you select Unapprove, the status of the transaction will change from Approve to Draft.