Bulk Authorisation will allow Pre-Authorisers and Authorisers to approve multiple payments in a single action. This streamlines the payment approval process, saving your time and reducing manual effort.
The experience is consistent across Accounts Payable and Direct Payments, ensuring a seamless workflow.
Pre-Authorisation
- Multi-Selection of Payments: Pre-Authorisers can select multiple payments to pre-authorise at once.
- Bulk Pre-Authorisation: The total value and number of selected payments are displayed in a tab at the top-right corner of the table. Click the Pre-Authorise button to start the Pre-Authorisation process.
Pre-Authorisation Steps:
- Displays the total amount of selected payments and source account details.
- Lists all selected payments with the option to view individual payment details.
Review the details and click Confirm to proceed.
Step 2- (MFA Verification):
- Complete Multi-Factor Authentication (MFA).
- Once MFA is successful, all selected payments are pre-authorised.
Final Authorisation
- Multi-Selection of Payments: Authorisers can select multiple payments to authorise at once.
- Bulk Authorisation: The total value and number of selected payments are displayed in a CTA at the top-right corner of the table. Click the Authorise button to start the Authorisation process.
Authorisation Process:
- Displays the total amount of selected payments and source account details.
- Lists all selected payments with the option to view individual payment details.
Review the details and click Confirm to proceed.
Step 2- (MFA Verification):
- Complete Multi-Factor Authentication (MFA).
- Once MFA is successful, all selected payments are authorised.
Filters for Pre-Authorisation and Authorisation
If a Pre-Authoriser selects a payment for Pre-Authorisation:
- The filter for transactions requiring Pre-Authorisation is automatically applied and locked.
- The filter for transactions requiring Authorisation is inactive and locked.
- The Source of Funds filter is active and set to the currency of the selected payment.
- Payments requiring Authorisation cannot be selected (checkboxes are inactive).
If an Authoriser selects a payment for Authorisation:
- The filter for transactions requiring Authorisation is automatically applied and locked.
- The filter for transactions requiring Pre-Authorisation is inactive and locked.
- The Source of Funds filter is active and set to the currency of the selected payment.
- Payments requiring Pre-Authorisation cannot be selected (checkboxes are inactive).
- If a Pre-Authoriser selects payments requiring Authorisation, the Bulk Authorisation button will be disabled.
- If an Authoriser selects payments requiring Pre-Authorisation, the Bulk Authorisation button will remain enabled (Authorisers can also Pre-Authorise payments).
If the Source of Funds filter is removed:
- All previously selected payments are automatically deselected.
- Both filters for Pre-Authorisation and Authorisation transactions are enabled.
- Reset Filters CTA: Refreshes the page to its original state.
Role-Based Default Filters
- For Pre-Authorisers: Only the Pre-Authorisation transactions filter is active by default.
- For Authorisers: Only the Authorisation transactions filter is active by default.
Bulk Authorisation saves time by allowing users to approve multiple payments in a single action, significantly reducing repetitive tasks and streamlining the approval process. It also enhances control through role-based filters, ensuring users only see payments relevant to their responsibilities. Additionally, the inclusion of Multi-Factor Authentication (MFA) verification adds an extra layer of security, safeguarding your payment processes against unauthorised access.