Payment approval by admin

  • Updated

Your team member scheduled a payment that needs admin approval. This article shows how it’s done.

By assigning roles and permissions to team members, the business owner and admins can approve payments that exceed a certain amount. 

 

When such payments are scheduled, an admin gets an email asking for their approval.

Here’s what the email looks like:

email_to_admin_for_payment_approval.jpg

1. Click Review this payment in the email. Or go to the relevant payment in your Melio account:

a. Go to Pay in the left sidebar. 

b. Go to the Approvals tab. All the payments that need your attention appear here.

approvals tab- find the payment.png

 

2. Approve or Decline the payment:

 

To approve:

1. Click Approve.

2. The payment will be scheduled now. It will move to the Payments tab, under the Scheduled sub-tab. 

3. You and the team member who scheduled the payment will get an email that the payment was approved.  

 

To decline

1. Click the three dots.

2. Select Decline from the dropdown list.

three dots- Decline.png

 

3. (Optional) Let your team member know why you declined this scheduled payment.

4. Click Decline payment to confirm.

decline reason.png

 

5. The declined payment will move to the Payments tab. It will be clearly marked with a red label Declined.

Note: Resending the payment.

To resend the payment you need to cancel it, and create the bill again or pay without a bill.

Payments tab- Declined payment.png

 

6. You and the team member who scheduled the payment will get an email that the payment was declined.

 

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request