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.