Progressing an MDF Pre-Approval or Claim

In Unifyr One Admin, you can take steps to move a pre-approval or claim through the update/approval workflow. The available actions depend on your configured workflow and the current status of a transaction. For more information, see MDF Transaction Status Descriptions.

1. Ensure your Supplier Notifications are set to receive emails when a partner submits or resubmits MDF pre-approvals or claims. For more information, see Receiving Notifications about MDF Transactions.
2. Navigate to Partner Management > MDF > Transactions.
3. Find the pre-approval or claim you want to update, and click on it to open it for edit.
4. Click the relevant action button - what is available depends on the current status of the transaction:
   • Pre-Approve Request (pre-approvals only) - Confirm receipt of the pre-approval request, and optionally confirm the pre-approved amount.
   • Request Info - Request additional information from the partner.
   • Submit for Partner - Submit the transaction on behalf of the partner.
   • Approve - Approve the transaction. 
   • Deny - Reject the transaction.

You can include an optional comment with each action.