Hi, how can we help? Hi, how can we help?

Approving & Declining Payments

Who can approve payments?
The Account OwnerAny Authorised User with the approval toggle turned on
Where do I find payments that need approval?
Eligible approvers see an Approve payments option in the side menu, lead...
Will I be notified when a payment needs my approval?
Yes. When a payment is submitted for approval, the Account Owner receive...
Can I decline a payment?
Yes. When reviewing a pending payment, you can approve or decline it. De...
Are rejection reasons captured?
Not at this time. Declining a payment does not require a reason.
Is there a time limit for approving payments?
Immediate payments: No expiry. The payment remains in Pending Approval u...
How does approval work for batch payments?
Batch payments are approved as a single batch. You don’t need to approve...
Will I receive a separate email for each payment in a batch?
No. You receive one notification per batch submission, not per individua...