This is how you make a payment using Wallets:
Please note: Only the Wallet Owner and Wallet Managers can make payments.
1.Create a new Batch Payment
Click on + NEW REQUEST in the top right-hand corner and select "Batch Payment", then click on CREATE.
Or, click on the + icon next to Batch Payments in the left-hand navigation.
Select "ApprovalMax Wallets" as the payment option, then click on SAVE:
Next, select the Bills you want to include in the batch and click on ADD to confirm:
Review the list of Bills - you can also add or remove Bills here if needed. Once everything looks good, click on SUBMIT FOR APPROVAL:
2. Pay with Wallets
When the Batch Payment is approved, the PAY WITH APPROVALMAX button appears at the top of the request - click on it:
Review the Batch Payment summary, which shows Wallet balances, Bill currencies, payment methods and fees. If everything looks correct, click on PAY NOW:
Enter your 6-digit authentication code from your Authenticator app and click on CONFIRM:
Please note: Two-factor authentication (2FA) is required for Wallet payments.
The Batch Payment will first appear as Processing. You can track each Bill in the Payment Processing Details section:
Once the payment is complete, the Batch Payment will have the Paid status. A Xero link will appear next to each Bill, allowing you to open it in Xero directly and reconcile the Bills against your bank statement:
