Once a Payment Run has been created, it must be approved before it can be posted to reimburse your employees for their expenses.
Note:
Only Finance users with the 'Approve Payment Runs' permission can approve Payment Runs.
Depending on your account setup, Payment Runs may require dual approval.
Prerequisites
Before approving a Payment Run, you should ensure that any issues with the Payment Run have been addressed, e.g. missing or incorrect bank details.
How to approve a Payment Run
To approve a Payment Run, follow the steps below:
1. Go to the Finance area.
2. In the Payments section, click the Payment Runs subheading.
3. Locate the Payment Run you wish to approve.
Note:
Payment Runs awaiting approval will display a yellow Awaiting Approval label. Use the Filter option if required to locate your Payment Run.
Click the Payment Run line to view its details. You'll see the expenses marked as paid, grouped by user. Click a user to view their expense details if required.
4. Next to the Payment Run you'd like to approve, click the three dots icon, then select Approve Payment Run from the drop-down.
5. Click Continue in the pop-up window to approve the Payment Run.
Once approved, the Payment Run will display a blue Approved label and will be ready for posting.
Note: If you've approved the Payment Run and it still displays a yellow Awaiting Approval label, this is because the 'Payments require dual-approval' setting is enabled for your account. The status will update once the Payment Run has been fully approved.