Approvals
Set up and manage approval processes in Atlar to ensure payments are reviewed before being sent.
Custom approval flows for secure payments. Use Atlar’s approval functionality to create approval processes that match your internal policies. The Approvals tab is divided into two sub-tabs:
- Pending – View and manage payments awaiting approval.
- Approval Chains – Define the rules and roles required for payment approvals.
Pending Approvals
All payments awaiting approval are displayed in the Pending sub-tab. Here you can:
- Switch between payment types (credit transfers, direct debits, and credit transfer batches).
- View a list of all payments awaiting action.
- 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.
Tip: Filtering by metadata makes it easy to separate ERP-generated transactions from those requiring manual review.
This setup streamlines 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 or thresholds
- Currencies
- Creators (e.g., certain users or teams)
You can access and manage these rules directly from the Approval Chains sub-tab.
Further reading: For detailed configuration instructions, see Approval Chains.
Best Practice: Set up approval chains that match your internal risk policies. For example, require multiple approvers for high-value payments or restrict approvals to senior roles for sensitive currencies.
Updated about 1 month ago