Batch Payments let you group up to 200 approved Bills into a single payment request. Batch Payments are processed using ApprovalMax Pay Wallets.
Before creating a Batch Payment:
Set up and activate a Batch Payment workflow.
Make sure you have permission to create Batch Payments.
Ensure your Bills have been approved.
Please note: Batch Payment Requesters can see all Approved and Awaiting Payment Bills according to the Requester matrix settings, regardless of the Bill workflow configuration.
To create a Batch Payment
Click + New Request in the upper-right corner.
Select Batch Payment, then click Create.
Select the Bills you want to include in the Batch Payment, then click Add. You can filter Bills using the available search criteria, group Bills by vendor, or exclude Bills that are already reserved in another Batch Payment (enabled by default).
Review the selected Bills before submitting the Batch Payment for approval.
At this stage, you can:
Add or remove Bills.
Edit payment amounts for partial payments.
Enter a payment reference for each Bill.
Add or update Vendor payment details. Once Vendor payment details are selected, the applicable payment fee is calculated and displayed.
When everything looks correct, click Submit for approval.
The Batch Payment now follows your approval workflow. Once fully approved, it is ready to be paid via ApprovalMax Pay Wallets.