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How does the approval of Batch Payments work?

Updated over 2 months ago
  • Batch Payments are created by authorised Requesters in ApprovalMax: up to 200 Bills in GBP currency with the statuses Approved and Not Paid/Not Fully Paid can be added. The Batch Payment status is Awaiting Approval.

  • When all approvals have been collected from the specified Approvers, the request status changes to Awaiting Payment.

  • Payers, as named in the workflow, send payments with ApprovalMax and confirm them in their banking application. The request status changes to Processing.

  • Once a payment has been processed, the payment status of that Bill changes to Paid/Failed/Rejected.

  • If the status is Paid, ApprovalMax automatically creates a Payment in Xero, which is reconciled with a bank statement as soon as that is synced to Xero. The status of the Batch Payment in ApprovalMax changes to Paid.


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