How to automatically approve scheduled transactions

Released in version: 5.43

Updated in version: 5.46

A system property has been added that allows you to control approving scheduled transactions automatically. It allows scheduled transactions to be authorized once, and then automatically processed from that point on.

When the payment recurs according to schedule, it will check whether the payer and payee are Active (compliant) and if so, to be automatically processed without any additional authorization.

To set the system property

1. Click Settings > Lists > Application configuration > System properties.
2. Locate and double-click the Automatically approve scheduled transactions system property.
   
    You may also right-click the system property and select Properties.
   
   
3. To enable, in Value, enter Yes. To disable, enter No.
   
   
   
   
4. Click Save and close.
5. Close and re-start Primacy Workplace for the changes to appear.

The system property will automatically approve the transaction after the first transaction has been approved. Without it, you would have to manually approve the transactions however often they recur. With the system property, you do not have to approve the transaction after the initial approval, and will continue to do so until it runs out.