What is the first step to approve or certify a managing account?

The process of approving or certifying a managing account begins with the selection of the account and clicking the Certify (or Approve) button. This step is essential because it formally initiates the approval or certification process within the system.

When you click this button, it signals the system to begin the review of the account and its associated transactions, moving the process forward. This action is critical because it activates any subsequent workflows or reviews necessary for ensuring compliance and accuracy within the account's management.

Other steps, such as reviewing transactions or consulting with the account manager, are usually part of the overall process but occur after this initial action. Therefore, selecting the account and clicking the appropriate button is the foundational first step in the certification or approval process.