Users can submit Individual payments requiring approval by entering the payment currency, amount and value date in the Make a payment section of the Dashboard then Set up payment.


Requires user role ‘User can submit payments.’




The beneficiary bank account can be chosen by selecting Your accounts or Third party beneficiaries then the arrow to select the bank account.



The Add reference field can be filled to include any text the user wishes to appear on the payment to the beneficiary to help identify the funds.


If the payment is being instructed to a third party an optional invoice can be uploaded to support the payment.




Once the payment information has been checked the 'Submit for approval' can be selected,



 A list of all payments awaiting submission will show on the following page, once the Submit button has been selected a notification email will be sent to any approver with a link to view and approve/reject the payment. 



 Depending on how many approvers have been specified for the release of payments, the payment will be pending until one or more approvers login and approve.





MONEX PAY SUPPORT

Tel: +44 (0) 203 650 6400        Email: support@monexpay.com