Hub authorization

The Hub is where every import or export job awaiting approvals resides. On the HUB Authorization page, you can accept or decline every pending job authorization. Data imported into the hub from third-party applications have a unique Package ID that is used by Financial Consolidation to uniquely identify the data packages coming from that path on the Hub authorization screen.

Packags are sorted

To access the HUB Authorization page, click Transfers > HUB > Authorization.

Should the transfer contain any error for example, an unknown account, a Warning symbol, , will be displayed on the line and you can download the error report.

Column Descriptions
Column Description
Selection (first column)

This column allows selection of multiple packages that are on pending status.

After selecting packages the user can accept or reject selection.
Package Id

Name of the package.
Target Company  Company into which the package will be imported.

In/Out

Indicates the nature of the package as follows:

  • Data IN (import data)

  • Data Out (export data)

  • Adjustments IN (import adjustments)

  • Adjustments OUT (export adjustment)
Auth

Package status:

  • Accepted

  • Rejected

  • Pending – blank (no icon)
Status date Start date of the current status.
Status login User who last modified the current status.
Creation date Date the authorization was requested.
Status

The status of the package authorization. Additional information about the status is displayed when you click the icon.

Packages are sorted by status in the following order, and then, by creation date, with the most recent appearing first:

  • Pending: Displayed first, as they require action.

  • Accepted: Successfully imported packages.

  • Rejected: Packages that were not accepted.

  • Canceled: Rejected packages for which authorization has been abandoned.

Accept/ reject a package

Packages can be configured for manual or automatic authorization.

Automatic authorization downloads the packages as soon as they are available. To enable automatic authorization, go to Administration > System Administration > System Configuration . Click the Hub tab and select the Enable automatic authorization option.

Manual authorization requires manual intervention to accept packages.

 Tip:  Before accepting the authorization, you can click to download the package and analyze the files.

  • To accept a package pending authorization, click . The Hub registers all needed jobs to execute the imports.

  • To reject package pending authorization, click Reject. The imports are canceled.