View Pending Accounts

Last Update: July 10th, 2023

Overview

This report shows any new accounts that are pending approval. From this location, accounts can be approved, declined, or sent a notification email.

  1. Go to the Reports tab of the lefthand navigation and select Account Reports
  2. Under the Account Reports box, select View Pending Accounts
  3. Chose to Approve, Decline, or Send Notification on the right side of the screen
    1. Clicking the Account Name will return you to the Household Account Homepage