Approving or Rejecting Payments

The Approvals screen shows payments that need approval before processing

Payments from accounts enabled for approvals require approval by a user with the appropriate permissions before they can be processed.

Unapproved payments will remain on the Approvals screen for 40 days. After this period, they will automatically fail.

Approving or rejecting individual payments

To learn about approving batch payments, go here →

1. From the main navigation, select ‘Approvals’
2. Ensure the ‘Payments’ tab is selected
3. Select the payments you‘d like to approve or reject using the checkbox on each row
   1. TIP: Select all available payments by checking the checkbox in the header row
   2. TIP: Use the search and filtering to find the payments you want to approve if you can’t see them
4. (GBP and EUR payments only) Click the ‘Check Payees’ button at the bottom of the table if selected payments include unchecked payee details. Review the results.
   1. TIP: Unchecked payments are marked as ‘Not Checked’ in the Payee Details column
   2. EUR payments must be checked before they can be approved
   3. Checking GBP payments is highly recommended, but it isn’t mandatory
5. Click either the ‘Approve’ or ‘Reject’ button to perform the corresponding action on your selection
   1. TIP: If the Approve button is disabled, it means the selected payments don’t meet the approval criteria. See ‘Approve Button Rules’ below on how to resolve this
6. Confirm your chosen action in the dialog by clicking the ‘Yes, Approve’ or ‘Yes, Reject’ button
   1. In case of approval, you'll be prompted to authenticate the action using Authy or email

Delegates, Partners and Multi-Customer users

1. From the main navigation, select ‘Customers’
2. Select the customer whose approvals you want to view
3. Follow the process outlined above, starting from step 1

Delegates, Partners and Multi-Customer users

1. From the main navigation, select ‘Customers’
2. Select the customer whose approvals you want to view
3. Follow the process outlined above, starting from step 1

Approve button rules

The payee check status determines if a payment can be approved. When approval isn’t possible, the Approve button will be disabled. The rules vary slightly between EUR and GBP payments due to regulatory differences.

EUR payments

1. If you see ‘Not Checked’ under Payee Details, you’ll need to check the payee before approving
2. If you see ‘No Response’ under Payee Details, you’ll need to retry the payee check until you get a different result before approving
3. If you see ‘In-progress’ under Payee Details, you‘ll need to wait until the check is complete before approving

Click here to learn more about various results for EUR payee checks

GBP payments

1. If you see ‘Account Not Found’ under Payee Details, the payment can’t be approved, as the account doesn’t exist. If you’re sure about proceeding with the payment, click ‘More Info’ and then ‘Mark as Valid’ to enable approval
2. If you see ‘In-progress’ under Payee Details, you‘ll need to wait until the check is complete before approving

Click here to learn about checking payees for GBP payments