thankQ Help

If you have Auto Approve Batches set to Active you will be able to automatically have all batches that meet the following criteria approved automatically on a daily basis:

1.        Batch Stage is either Batch Awaiting Approval or Automation - Receipt Letters Complete.

2.        All Payments in Batch are set as Successful.

Please contact thankQ if you would like this automation feature to be switched on or off as end users are not able to configure this.

If you would like to change which Batch Types will be approved automatically or not then this can be configured in Lookup Values via opening the folders Automation --> Auto Approve Batch Types. Here you can remove existing Batch Types from the list or add new ones.

Right Click the folder to add a new type.

Right Click the Batch Type to Remove or Edit it.

You can also configure which user(s) will receive notifications anytime a batch is approved via Automation --> Auto Approve Batch Notify thankQ User where users can be added/removed the same way as above.

When the user is notified an Action in Action Manager will be created with those users assigned anytime batch is automatically approved in thankQ. Please see the Action Manager help files for more information on how actions work.

In addition to the above you will also need to make sure that Notify on Batch Approval is set to Yes as well in Lookup Values under the Finance folder.