# Approving Statements

## **Overview**

Approving a statement is a crucial step in finalizing revenue calculations and distributing royalties. Once a statement is approved, it is locked and cannot be modified unless unapproved.

## **Step-by-Step Guide to Approving Statements:**

{% stepper %}
{% step %}

### **Review the Statement**

* Carefully inspect the generated statement for accuracy.
* Verify revenue amounts, payees, and any associated data.
  {% endstep %}

{% step %}

### **Approve the Statement**

* Click on the **"Approve"** button in the statement management dashboard.
* Confirm the approval by selecting **"Yes"** in the confirmation prompt.
* The statement will now be marked as **"Approved"** and locked from further changes.
  {% endstep %}

{% step %}

### **Batch Approving many-Statements at once**

* Select multiple statements using checkboxes or a multi-select tool.
* Click the **"Approve Selected"** button.
* Confirm approval for all selected statements.
  {% endstep %}
  {% endstepper %}

***

## **Step-by-Step Guide to Unapproving a Statement**

In some cases, you may need to unapprove a statement to correct errors or include omitted revenue. Unapproving reverts the statement to a draft or editable state.

{% stepper %}
{% step %}

### **Access the Approved Statement**

* Navigate to the **"Approved Statements"** section.
* Locate the statement you need to unapprove.
  {% endstep %}

{% step %}

### **Unapprove the Statement**

* Click the **"Unapprove"** button.
* Confirm the action by selecting **"Yes"** when prompted.
* The statement will revert to an **"Unapproved"** or **"Draft"** status.
  {% endstep %}

{% step %}

### **Edit the Statement**

You may need to rep process the royalty run in order to make any necessary corrections, such as adding missed revenue or fixing calculation errors.
{% endstep %}

{% step %}

### **Re-Approve the Statement**

After making changes and reviewing the statement, follow the standard approval process to lock the statement again.
{% endstep %}
{% endstepper %}

***

## **Why Unapproving Might Be Necessary:**

* **Missed Revenue:** Realizing that some income sources were omitted.
* **Calculation Errors:** Detecting discrepancies in royalty splits or revenue allocations.
* **Data Corrections:** Spotting errors in metadata or payout configurations.
* **Updating Payee Information:** Adjusting payees or percentages after initial approval.

***

## **Frequently Asked Questions**

* **Can I unapprove multiple statements at once?**\
  Yes, use the multi-select feature to unapprove several statements simultaneously.
* **Is there a log of who approved/unapproved a statement?**\
  Yes, the system keeps an audit trail showing the user who performed each action and the timestamp.
* **What happens to payout data when a statement is unapproved?**\
  Payouts linked to unapproved statements are halted or marked as pending until the statement is re-approved.


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