Users can approve or reject individual payments by clicking the Payments tab on the Dashboard then Payments Requiring Approval.
Alternatively, approvers can click the link in the email notification they receive when a new payment instruction is submitted for approval.
Requires user role ‘User can approve payments.’
Users can click on the payment and either Approve or Reject.
Notes can be added to notify the submitter.
Approved payment instructions will be ‘Sent to Monex’.
An email confirmation will be sent to the submitter.
Rejected payment instructions will be set as ‘Rejected’.
An email confirmation will be sent to the submitter.
Rejected payment instructions can be amended and re-submitted for approval by clicking the emailed link.
MONEX PAY SUPPORT
Tel: +44 (0) 203 650 6400 Email: support@monexpay.com