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Payment Approval Controls

Overview
What are Payment Approval Controls?
Why do we have Payment Approval Controls?

Setting Up Authorised Users
How do I enable or disable payment approval for an Authorised User?
What is the default setting for new Authorised Users?
Can I change the setting for an Authorised User after they’ve been created?

Creating Payments
What happens when a user who requires approval creates a payment?
What happens when a user who does not require approval creates a payment?
What types of payments are covered?

Approving & Declining Payments
Who can approve payments?
Where do I find payments that need approval?
Will I be notified when a payment needs my approval?
Can I decline a payment?
Are rejection reasons captured?
See all 8 articles

Editing & Cancelling Payments
Can I edit a payment that is pending approval?
Can the Authorised User who created a payment cancel it before it’s approved?
What happens to pending payments if the payment method is removed?
What happens to pending payments if the payee is removed or blocked?

Identity Verification (KYC)
Does an Authorised User who requires payment approval still need to complete identity verification?
What about Authorised Users who can approve payments?
Can Authorised Users add a payment method without completing KYC identity verification?

Notifications
What notifications will the Account Owner receive?

Permission Changes & User Management
What happens if I change a user’s approval setting while they have pending payments?
Can a user end up approving their own payment?
What happens if an Authorised User is removed while they have pending payments?
What happens to identity verification data if an Authorised User is removed?

Security
Does 3D Secure (3DS) verification apply?
Can an Authorised User grant approval permissions to another user?