How to set up Batch Payment approval workflow

How to set up Batch Payment approval workflow

This is how you set up Batch Payment workflow:

  1. In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings:

  2. Click on the Batch Payment approval workflow:

  3. 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:




  4. 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:


  5. 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:




  6. When all steps and conditions have been set, activate the workflow.



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