User Permissions - Ability to approve payments from other team member.

helpsme
Contributor
Contributor

Hi there!

 

What we would like:

Employee A:  be able to queue up money to be sent/payments made, and then have an user denies or approves and executes transactions.

Employee B: approves and executes transactions or denies them.

The ideal would be employee A 

 

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I added a new user, and seen the option:

"Handle authorizations and settlements

Run daily payment authorizations and settlements."


Which sounds like what we are looking for, however I see nothing along the lines of "submit transaction for approval". 

 

How do you set this up?

 

Thanks ahead of time 🙂

 

PS - this is our first post, so please feel free to relocate it to a more appropriate category or let us know which one to do so if needed 🙂

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