How do I record a transfer and request approval?

Modified on Thu, 24 Sep at 10:30 AM

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A transfer is a payment from your account to a payee you have previously set up. On the platform, you enter the key payment details and then submit the transfer for approval, if an approval process is set up.

Open the transfers or payments area.
Select the payee you previously set up.
Select the account the money should be transferred from.
Enter the amount.
Enter the payment reference. This text helps the payee and accounting match the payment.
Optional: Add invoice number, invoice date, and due date.
Check the summary carefully.
If everything is correct, request approval.

Important: "Request approval" means the payment is not necessarily final yet. Depending on your settings, an authorized person must first review and approve the payment.

How do I record a transfer and request approval?

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