How do I approve/reject a payment requiring approval?

Payments can be approved by Admins, or custom roles with permission to approve payments.

If there's a payment set up that needs approval

On the website or mobile app, an approval Task will appear on the top of the home page to either Approve the payment, or Review and reject.

Approve

1. Select Approve to continue with the payment. A confirmation screen will pop up, and you can click Review details to see the transaction details before approving.

2. From the Transaction details screen, you'll see the option to either Approve or Reject the payment.

3. Once you hit Approve, you'll see the steps to pay for it.

4. If a second approver is needed, a Task will appear for any team members who can approve payments.

Reject

1. Select Review from the payment Task

2. On the Transaction details screen, select Reject

3. There will be a Rejection reason box where you can leave a comment, and this reason will be sent to the team member who set the payment up.