Pending Approvals

View and manage all payments that are currently awaiting approval.

Review and approve payments. The Pending sub-tab shows all payments that require approval before being sent to the bank. Payments are grouped into separate tabs for:

  • Credit Transfers
  • Direct Debits
  • Credit Transfer Batches

This grouping streamlines the review process and ensures quick access to the right type of approval.


Actions You Can Take

In the Pending tab, you can:

  • Filter the table by date, entity, account, market, and more.
  • Switch between My Approvals (approvals assigned to you) and All Approvals.
  • Check the Status column to see:
    • The number of required approval steps.
    • Who still needs to approve the payment.
  • Customize visible columns using the cogwheel in the top-right corner.
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Note: Column settings are user-specific and will not apply across the organization.

Pending approvals overview

Approval Details

Double-click any pending approval in the list to view complete payment information, including:

  • Details – Source account, counterparty, scheme, amount, and reference.
  • Metadata – Any custom tags or data points added to the payment.
  • Counterparty – Beneficiary information.
  • Attached transaction – Linked bank transaction (if reconciled).
  • Approval chain – Displays who has approved and who still needs to.
  • Audit trail – Event log of payment creation and approval activity.

From the details view, you can also:

  • Approve or Reject the payment (top-right).
  • Duplicate the payment for reuse.
  • Download the payment details as a PDF.
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Tip: Use filters and the Status column to quickly identify high-value payments or those nearing deadline for approval.


What’s Next