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:
- Click on the Batch Payment 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:
When all steps and conditions have been set, activate the workflow.
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 Approval Workflows under Workflows And Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can ...
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 workflow needs to be set up and activated In the Payment Creation section, you can specify all users who will be able to create ...
How can I specify instructions for Xero Batch Payment Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Batch Payment creation. This is how instructions for Batch Payment Requesters can be set up: Select your Organisation in the main menu and open "Approval ...
How does the approval of Batch Payments work?
In ApprovalMax, you can configure a multi-step approval workflow for Batch Payments. This is a separate workflow that you need to set up and activate to use the Batch Payment approval process in ApprovalMax. This is how it works: New Batch Payment ...
Xero Batch Payments: partial payment
ApprovalMax supports partial payments for Xero Batch Payment requests. Here is how it works: Click on the button in the right-hand corner. In your Organisation, select Batch Payment and click on CREATE A REQUEST: You can now add Bills to a Batch ...