Payment approval by admin in the Melio app

When your team member schedules a payment that needs admin approval, you can approve it in the Melio app. This article shows you how.

There are three places where you can see what payments require your approval and either approve or decline them:

1. Notifications.
2. Pending approval tab at the top of the home screen.
3. Vendors payments list.

Notifications

You'll get a notification to your phone from the sender Melio with Melio’s purple round logo. The notification’s title will be “You have a request to approve”.

When you tap it, you'll get to the payment in the app that requires your attention.

Pending approval tab

Tap the Pending approval tab to find all your pending payments. Pending approval payments are marked by an orange dot and the label “Pending approval”.

Vendors payments list

Scroll through your vendors or sort by RECENTLY UPDATED to  find the relevant payment. Pending approval payments are marked by an orange dot and the label “Pending approval”.

Approve a payment

1. Open up the relevant payment and tap Approve. 
2. Your payment will move to the Scheduled tab in payments.

Decline a payment

1. Open up the relevant payment and tap Decline. 
2. (Optional) Leave a note to let your team member know why you declined these payments. Tap Decline payment.
3. The payment will move to the Declined tab in payments, marked by a red dot and the label “Declined”.

Note: Allow the Melio app to send you notifications

You need to allow the Melio app to send you notifications so as not to miss a payment approval request. You’ll see a screen either on your second sign-in, or before that if you create a bill, make a payment or add a vendor. 

1. In Get instant updates screen, tap Allow notifications.
2. When asked to let Melio send you notifications, tap Allow.