OAKS FIN Process Manual: Accounts Payable
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Revised:  10/29/2024

View Active Transactions and Approval Path

The user can view all transactions that have entered workflow (queue is selected) and have not yet been final approved. Upon final approval, the transaction no longer displays in Active Transactions, but may still be viewed in reports. 

Steps

  1. https://pcard.obm.ohio.gov.

  1. Select Transaction Management. 

  1. Click Active Transactions. 

  1. Filter Results can be used to narrow down the list.

  1. Enter/select an appropriate filter.

  2. Click Filter. 

  3. Click Reset to clear the filters. 

  4. Click inside the transaction to display the transaction details. 

  1. The Approval Path can be accessed by clicking on the icon in the upper right side of the transaction block  to view who is next in line to approve the transaction. 
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