The information in this article applies to administrations with the additional module Authorization management.
Per journal you can configure whether authorization is enabled and how authorization should be performed.
To change the authorization settings of a journal go to Manage / Environment / Administrations. For the relevant administration choose 'Edit administration', tab 'Journals'. Click 'Edit' for the desired journal and go to the tab 'Transaction authorization':
Authorize transactions: enable to activate authorization for the journal.
Require authorization: enable to make authorization mandatory. In this case it is required to select an authorization scheme for a transaction. If authorization is not mandatory and no authorization scheme is selected, authorization will not be performed for the transaction.
Default authorization scheme: this authorization scheme is automatically assigned to transactions of the journal. A default authorization scheme is required if the option 'Require authorization' is enabled.
Export transactions for authorization: enable to export transactions to the accounting package for authorization. If you use this option, transactions can no longer be modified in Zenvoices during or after authorization.
Comment required when forwarding a transaction: for clear communication about why a transaction has been forwarded to another authorizer.
Comment required when rejecting a transaction: so that it is clear to the authorization administrator what follow-up is expected.
Comment required when taking a transaction into review: to inform other users about the status.
Update audit reports in the accounting package during authorization: only available in combination with Exact Online and Exact Online Bouw and when the administration setting 'Add audit report to transaction documents uploaded to the accounting package' is enabled.
Make transactions payable in the accounting package only after authorization: enable to block transactions for payment in the accounting package and automatically release them after authorization. This option can only be enabled in combination with the option 'Export transactions for authorization'. See also this article.
Keywords: export