How to Approve a payment scheduled by a Team Member?

What you need to do when your Team Member schedules a payment on a client's behalf.

To approve a payment date scheduled by other Team Members, from the Dashboard:

• Pending Approvals will be highlighted on the left hand side under Approvals
• You will see a list of pending payments that were scheduled. They will have a label ‘Awaiting My Approval’ in the colour blue.
• Under Action, select Approve or Deny.
• Complete!