Payment approval

The Payment approval is found in each of your active programs under Settings - Users. You can set up a different payment approval process per program.

Who can perform actions on this page ?

Program Admin can view, set up and update the payment approval process.

Set up payment approval

On this page, you set up an approval process for program payments by selecting one or more users for each step. Only one user must approve in each step. Steps will run in order based on the amount conditions you set (from lowest to highest).

  • Click on Edit on the top right;
  • Select one or more users from your program team that must approve all payments;

Payment approval

  • If you wish to add user(s) to approve if the payment total exceeds a certain amount, select Add approval step, select the user(s) and add the minimum payment amount;
  • If you wish to add user(s) to approve another minimum payment total, select again Add approval step, select the user(s) and add the amount;

Payment approval

  • Save your changes.

Who can be an approver?

  • Only team members with full program access (no scope) can be selected as approvers.
  • You cannot select yourself.
  • Each user can be in only one approval step.
  • Approving payments does not depend on the user's role, but approvers need a role that lets them open payments, for example the Approver role. See Roles & Permissions.

Note

A real-life scenario of a payment approval process could be:

  • The Finance Manager must approve all payments. This user is set as the first approver.
  • The Secretary General or the DM Manager must approve all payments above 500,000 EUR. These users are set as second approvers with the same minimum threshold amount.

Update payment approval

If you wish to update the payment approval process:

  • Click on Edit on the top right;
  • De-select users you want to remove from the approval step and select the user(s) you want to add;
  • If you wish to remove the approval step as a whole, click .

Payment approval

Need further assistance? Contact your dedicated Account Manager or reach our support team via email.