Payments can be approved by team members with permission to approve payments created by other team members. They can only approve or reject payments from groups and jars they’re in.
If there's a payment set up that needs approval
On the website or mobile app, payments that need approval will appear under Tasks on the home page.
To approve a payment:
Select Review on the approval task
If you’ve got more than one payment waiting for approval, select the payment you want to approve
On the Transaction details screen, select Approve
A confirmation screen will pop up. You can select Review details to see the transaction details before approving
Select Approve payment
If approval is needed from a second team member, a Task will appear for team members with permission to approve payments created by other team members
To reject a payment:
Select Review on the approval task
If you’ve got more than one payment waiting for approval, select the payment you want to reject
On the Transaction details screen, select Reject
A confirmation screen will pop up, with a Rejection reason box where you can leave a comment. This reason will be sent to the team member who set the payment up