Payments can be approved by team members with permission to approve payments created by other team members.
If there's a payment set up that needs approval
On the website or mobile app, payments that need approval will appear under Tasks on the home page.
To approve a payment:
Select Review on the approval task
If you’ve got more than one payment waiting for approval, select the payment you want to approve
On the Transaction details screen, select Approve
A confirmation screen will pop up. You can select Review details to see the transaction details before approving
Select Approve payment
If approval is needed from a second team member, a Task will appear for any team members with permission to approve payments created by other team members
To reject a payment:
Select Review on the approval task
If you’ve got more than one payment waiting for approval, select the payment you want to reject
On the Transaction details screen, select Reject
A confirmation screen will pop up, with a Rejection reason box where you can leave a comment. This reason will be sent to the team member who set the payment up