Approve Transactions Without Order
Introduction
Sometimes, a bank transaction may not have a related order transaction, especially if the order was placed outside the platform or if integration is not yet set up. In these cases, you don’t need to match the transaction. You simply approve it directly.
Use this when:
No order transaction exists on platform.
The transaction is legitimate and needs to be approvd, manually.
Always validate that the transaction is legitimate before approving.
Key Terminologies
Term (A–Z) | Definition |
|---|---|
Manual Approval | The process of approving a bank transaction directly without linking it to an order transaction. |
Matching | The process of linking a bank transaction to a related order transaction; skipped during manual approval. |
👉 New to some terms? Check our full Platform Glossary for quick definitions.
How to Approve Without Matching
Locate the unmatched bank transaction with:
Status:
PendingStatus Reason:
Pending Confirmation
Select the transaction by checking the box.
Click Approve at the available top menu.
Select the Status Reason as Confirmed from dropdown and enter Description(*) then, click Save.
Or,
Directly, click the Approve button next to the transaction.
There is no matching step in this case.
What Happens After Approval
The transaction is marked as Active.
The Status Reason is updated to Confirmed.
The transaction is finalized without needing to match to any order.
