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