How to set up an Airwallex Batch Payment approval workflow
This is how you set up an Airwallex Batch Payment workflow:
- In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings:
- Select the respective approval workflow:
- The first step is Payment Creation. Here
you can add users who will be able to
create Payments in ApprovalMax. To
configure user rights in case you need
to restrict them, click on the button:
The next steps are approval steps. Via the icon, you can add as many of these as
you need to represent the number of authorisation levels in your Organisation. Each approval
step has its own approval rules. For each approval step, you can add as many Approvers as required. To set up the approval
conditions, click on the button: When you’re done with adding Approvers and defining rules for them,
go to Approver Condition if you have
multiple Approvers for the same Batch Payment and specify if all or any of them need
to approve to complete the
authorisation in this step: The following step is Sending A Payment Via Airwallex. Here you can add users who will be able to make Batch Payments via Airwallex.
Please note: users added as Payers must have 2FA turned on to be able to send payments with Airwallex.
When all steps and conditions have been set, activate the workflow.
How to set up Batch Payment approval workflow
This is how you set up Batch Payment workflow: In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can add ...
What does an Airwallex Batch Payment approval process look like?
Airwallex Batch Payments are created by the respective Requesters in ApprovalMax: only Approved and Not Paid/Not Fully Paid Bills can be added to a Batch, up to 200 Bills in different currencies all together. The Airwallex Batch Payment status then ...
How can I specify instructions for Airwallex Batch Payment Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Airwallex Batch Payment creation. This is how instructions for Airwallex Batch Payment Requesters can be set up: Select your Organisation under the main ...
How to create an Airwallex Batch Payment
All Requesters you add to the Payment Creation step in the Airwallex Batch Payment Creation and Approval workflow get access to Airwallex Batch Payment creation in ApprovalMax by clicking on : In your Organisation, select Airwallex Batch Payment and ...
How to create a Batch Payment
How to enable Batch Payment creation: To enable the creation of Batch Payment requests in ApprovalMax, the Batch Payment Creation and Approval workflow needs to be set up and activated: In the Payment Creation section, you can specify all users who ...