Payment Approvals
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      1. Modulr User Guides
      2. Using the Modulr Portal
      3. Payment Approvals

      Approving or Rejecting a Batch

      Batch payments allow you to manage multiple payments as a single unit

      Payments created through the Batch API or payment file upload are processed as a single unit. Batch payments can be approved or rejected in one action, eliminating the need to select individual payments separately.

      Approving or batch payments

      To learn about approving individual payments, go here →

      1. From the main navigation, select ‘Approvals’
      2. Select the ‘Batches’ tab
      3. Click on the batch you‘d like to approve or reject to view its contents
      4. (GBP and EUR payments only) Click the ‘Check All Payees’ button at the bottom of the table if the batch payment hasn’t been checked. Review the results.
        1. TIP: Unchecked batches contain payments marked as ‘Not Checked’ in the Payee Details column
        2. EUR batches must be checked before they can be approved
        3. Checking GBP batches is highly recommended, but it isn’t mandatory
      5. Click either the ‘Approve’ or ‘Reject’ button to perform the corresponding action on the batch
        1. TIP: If the Approve button is disabled, one or more payments in the batch 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

      The Modulr Approvals Mobile App

      Delegate and Direct customers can use the Modulr Approvals mobile app to approve payments on the go. Learn more about the app here.

      Approve button rules

      The payee check status determines if a payment can be approved. Since a batch contains multiple payments and their associated payees, all payments must meet approval criteria; otherwise, the Approve button is disabled. The rules vary slightly between EUR and GBP payments due to regulatory differences.

      EUR batches

      1. If you see ‘Not Checked’ under Payee Details, you’ll need to check all payees in the batch before approving
      2. If you see ‘No Response’ under Payee Details, you’ll need to retry checking the payees in the batch until you get a different result
      3. If you see ‘In-progress’ under Payee Details, you‘ll need to wait until the check is complete before approving
      4. If none of the highlighted statuses appear and the Approve button is disabled, click the three dots next to the Payee Details column header, then filter by ‘Not Checked’ and ‘No Response’. This will help you find payments that don’t meet the approval criteria.

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

      GBP batches

      1. If you see ‘Account Not Found’ under Payee Details, the batch can’t be approved, as it the payee 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
      3. If none of the highlighted statuses appear and the Approve button is disabled, click the three dots next to the Payee Details column header, then filter by ‘Account Not Found.’ This will help you find payments that don’t meet the approval criteria.

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