Who can edit Batch Payment requests after they were submitted for approval?
The
person who has requested a Batch Payment can edit and resubmit that Batch
Payment request for approval up to the point where this Batch Payment is fully
approved:
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What is Batch Payment approval?
Instead of paying Bills one by one, you can prepare a Bulk Payment for Bills whose due dates are within a close range. Such payments are for large amounts and, therefore, might be subject to additional approval. Batch Payment requests are created as ...
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 ...
How can Requesters amend a Batch Payment request before its approval?
Pending Batch Payment requests can be amended by their Requesters. To edit a Batch Payment record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will be started from scratch.
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 ...
Can I copy Batch Payment requests?
Only rejected Batch Payment requests can be copied: Batch Payment requests that were already approved or on approval cannot be copied. A check is also taking place to prevent the same Bill from getting included in several Batch Payments; in case it's ...