Pending Approvals

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.

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.