This is how you set up a Batch Payment workflow:
In the main menu, find your Organisation and open the Approval Workflows page under Workflows and Settings. Click on the Batch Payment workflow.
In the first step, click on Add a Requester to add users who can create Batch Payments in ApprovalMax.
To restrict what each Requester can submit, click the Matrix icon to configure the Requester matrix.
The next step is an optional Auto-Approval step. Any requests matching the rules defined here will be automatically approved and bypass all further approval steps. To add an Auto-Approval step, click on the + Icon in the workflow and select Add Auto-Approval step.
Then click on Auto-Approval settings to configure your rules.
Next are the Approval steps, where you add the Approvers who will approve or reject Batch Payments. Click on Add an Approver to add Approvers.
You can add as many approval steps as needed to reflect the number of authorisation levels in your Organisation by clicking + Step.
For each approval step, click the Matrix icon to configure approval conditions, including routing by Bill Amount, Requester, Vendor or Wallet.
Once all Approvers are added, set the Approval condition for each step. Choose whether any of or all of the approvers need to approve for the step to be completed.
The final workflow step is Pay, where you assign Payers, the users who will be able to make payments.
When all steps and conditions have been set, click on Activate the workflow.
And that’s it! Once activated, you can start on your first request by clicking on Go to requests.