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.
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