Workflow Demo: Upload, Review and Approve

Cpay : Users & Functionalities

Customer Administrator

Customer Authorizer

Uploader

Reviewer

Approver

Interceptor

Payment Processing

Stop Payment

Setup

Uploader Log in page

Secure login

Uploader Mailbox Page

Main landing page after login. Check for messages in your mailbox, or refer to left Menu for functions

Upload file page

File upload from application

Uploader file upload page

Uploader validation code page

Uploader file upload successful page

Uploader report search page

Uploader report search page

Uploader report search page

Uploader file uploaded list page

File status report page

Transaction details search page

Transaction status report

Transaction status report

Transaction Summary search page

Transaction summary report

Reviewer log in page

Secure login

Review file list page

Review file details page

Review file details page

Reviewer validation code page

Reviewer file successfully reviewed

Reviewer file status report page

Approver log in page

Secure login

Approver file list

Approver detail file page

Approver detail file page

Approver validation code page

Approver file successfully approved

Approver file status report page

Approver file status report page

Approver transaction status page

Approver transaction status page

Approver transaction summary

Approver transaction report status updated

My profile menu

Report viewing

Select format for export

Report print button

File format save as to application

View report in file format