Approvals
Set up and manage approval processes in Atlar to ensure payments are reviewed before being sent.
Use Atlar’s approval functionality to create custom approval flows that match your internal policies. The Approvals tab in Atlar is divided into two sub-tabs: Pending and Approval Chains. Together, they give you full visibility and control over your organization's payment approval processes.
Pending approvals
All payments awaiting approval can be found in the Pending sub-tab. Here, you can:
- Switch between tabs to manage different payment types (credit transfers, direct debits, and credit transfer batches).
- View a list of all payments awaiting action.
- Filter apply a filter to display a subset of credit transfers requiring approval. For example, to exclude ERP-initiated transfers, filter on metadata values such as NetSuite or Business Central.
This setup helps streamline review and approval across teams.
Approval chains
Approval chains define who must approve a payment before it is sent to the bank. They are configured based on user roles and can be customized to apply to specific payment types, amounts, currencies, creators, and more.
You can access and manage your approval rules directly from the Approval Chains sub-tab.
For detailed configuration instructions, see the approval chains page.
Updated 6 days ago