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How to enable Beneficiary creation in ApprovalMax

ApprovalMax allows to create new Beneficiaries right within the platform before they're being processed in Airwallex.
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This is how you configure ApprovalMax to enable Requesters to create new Beneficiaries:
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  • Select your Organisation in the main menu and open Approval Workflows under Workflows And Settings:
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  • Go to the Airwallex Batch Payment workflow:
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  • In the first step, click on the matrixicon to open the Requester matrix:
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  • Activate the checkbox "Can create new Beneficiaries" next to the person who you want to authorise for the purpose of creating Beneficiaries:
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  • Click on DONE.

Now, this person will be able to create Beneficiaries while setting up an Airwallex Batch Payment.


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