Approving or Rejecting a Batch

Batches allow you to manage large numbers of payments in a single batch.

Payments sent to Modulr by either using the batch api or the Payment file upload feature can be approved from the 'Batches' tab in Approvals in one action, rather than having to select multiple payments.

Each batch will appear as a single row in the table.
To view the details of all the individual payments in the batch, select the row (go back to the batches view by selecting 'All batches').

This opens a detail view of the batch listing all the payments. Payments within batches can't be approved individually.

Where can my Batch Approvals be found?

Direct customers (you only see your own accounts):

• Select Approvals in the side menu, then select the Batches tab

Delegates, Partners and Multi-Customer Users

• Select 'Customers' from the side menu
• Select the Customer whose approvals you want to view
• Select 'Approvals' from the Customer-specific menu that appears, then select the Batches tab

To learn about approving single payments, go here →

1. Navigate to Approvals and select the Batches tab

The Batches tab selected in Approvals

 
1. Select the checkbox of the batch you want to approve on the right of the batch row
2. In the action bar that appears at the bottom of the screen, select Approve or Reject.
   

   Selecting a batch displays the approval action bar

3. Confirm the action you selected in the confirmation summary box that appears (you’ll be prompted for an Authy authentication).
   

   Confirmation screen – select Approve to approve the selected batch

The payments in the batch will now send or move on to their next pending state View payment statuses →.

Rejected batches

If you reject a batch, it will be removed from the Batches table, and the payments in the Batch Detail in Pending Payments will show as 'Rejected'.

The rejected batch's payments will not be sent.