How do custom authorisation rules work?

When you set up custom authorisation rules, all payments that meet the authorisation requirements will go through the steps that you set up. Once the payment is submitted:

1. The payment will appear in Review & authorise for all users in the first step.

   1. If the first step has multiple users as authorisers, the payment will appear in Review & Authorise for all of the users.

2. One of the user/s in the first authorisation step will need to select the payment and select Authorise.

   1. If there is a mistake with the payment, one of the users can select Cancel and remove from the three dot menu next to the payment on the Review & authorise page. This will cancel the payment.

3. The payment will then go to the next authorisation step.

If there are more than 1 steps

4. The payment will appear in Review & authorise for all users in the next step.

   1. If the step has multiple users as authorisers, the payment will appear in Review & Authorise for all of the users.

5. One of the user/s in the authorisation step will need to select the payment and select Authorise.

   1. If there is a mistake with the payment, one of the users can select Cancel and remove from the three dot menu next to the payment on the Review & authorise page. This will cancel the payment.

When authorisation step/s are complete

6. The payment will be submitted for processing