Bulk Payment Approvers

Bulk Payment Approvers will receive email notifications whenever they are selected to approve a Bulk Payment. To approve or reject the Bulk Payment, they must log into the system. They also have the option to edit the Bulk Payment before processing it.

For more on approving payments, see Bulk Payments (section “Approve Bulk Payments”).

Permissions

To have access in your Menu Profile you must be an Admin user and have the following permissions enabled against your profile‍:

• Company Details & Settings: To enable Bulk Payments Approval.
• Bulk Payment Approver Setup: To create Bulk Payments Approvers.

Prerequisites

Set up all approvers that will be nominated as bulk payment approvers. See Create & Manage Users.

See:

New Supplier Bulk Payment

Bulk Payments‍ 

Foreign Supplier Payments 

Create & Manage Suppliers 

1. Go to Setup > Company Details & Settings.
2. In the Approval Settings tab, check Batch Payment Approval Enabled.
3. Click Save.

1. Go to Setup > Bulk Payment Approvers.

   

2. In the New Bulk Payment Approver screen, select the approver from the Approver Name dropdown and click Add Approver.

Bulk payment approvers will only be available to delete if they have no associated Bulk Payments. If they have associated Bulk Payments, update the approver for those payments and re-submit them. See Bulk Payments ("Send For Approval") for more details. Then proceed as outlined below. 

1. Log into the Entity that contains the Bulk Payment Approver User you want to delete.
2. Go to Setup > Bulk Payment Approvers. 
   
3. From the relevant Actions dropdown, select Delete.
4. Click Delete Approver.