Approval rules are currently only available to a few businesses. To join the early access program, please fill in this form.
Transfers that have been set up and are awaiting approval will appear in the Needs your attention section on the top of the Home page. After a transfer is approved/ rejected, it will appear amongst your other transfers in the Activity feed.
How do I know who approved/ rejected a transfer?
You can check who approved or rejected a transfer by selecting the transfer and viewing its transfer details on the website.
If you set up the transfer, you’ll also be notified via email when it’s been approved or rejected. Please ensure you have Transfer and balances email notifications turned on to receive these emails.
Manage your notifications (under Notifications > Transfers and balances)
Why was the transfer rejected?
If the team member that rejected a payment left a Rejection reason, you can find it under the transfer’s details section. If no Rejection reason is stated, try checking with the team member that rejected the payment for more information.