Approve or decline multiple payments at once

  • Updated

Have a few payments to approve? Now you can do it in one go. Here’s how:


1. In your Pay inbox, you’ll find payments you need to approve. Each one has an orange PENDING label.

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2. Hover over any payment and you’ll see a box appear. Select the boxes for payments you want to approve or decline. 


TIP: Scroll to see a bill’s details
On the right side of the screen, you can scroll left or right to see each bill’s details.

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3. Now choose to Approve X payments or Decline X payments.

 

What happens when payments are approved:

  1. Your approved payments will move to the scheduled tab.

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

 

What happens when payments are declined:

1. Leave a note to let your team member know why you declined these payments. Click Submit and decline.

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2. In your Pay inbox, the declined payments will be clearly marked.

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

 

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