This is how you set up an Airwallex Batch Payment workflow:
In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings:
Select the respective approval workflow:
The first step is Payment Creation. Here you can add users who will be able to create Airwallex Batch Payments in ApprovalMax. To configure user rights in case you need to restrict them, click on the
icon:
The next steps are approval steps. Via the
icon, you can add as many of these as you need to represent the number of authorisation levels in your Organisation. Each approval step has its own approval rules. For each approval step, you can add as many Approvers as required. To set up the approval conditions, click on the
icon:
When you’re done with adding Approvers and defining rules for them, go to Approval Condition if you have multiple Approvers for the same Airwallex Batch Payment and specify if all or any of them need to approve to complete the authorisation in this step:
The following step you can add users who will be able to send payments via Airwallex.
When all steps and conditions have been set, activate the workflow.
Please note: users added as Payers must have 2FA turned on to be able to send payments with Airwallex.