Pending Approvals

The Pending sub-tab shows all payments that require approval before being sent to the bank. To streamline your review process, payments are grouped into separate tabs for credit transfers, direct debits, and credit transfer batches.

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 and who still needs to approve
• Customize visible columns using the cogwheel in the top-right corner

Note: column settings are user-specific and won’t 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 – Shows who 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
• Download the payment details as a PDF