Payment approval workflows can be updated at any time to reflect changes in your business needs. This guide walks you through how to edit an existing payment approval workflow in your account.
To learn how to create a payment approval workflow, please see the following guide.
How to edit a payment approval workflow
Important Note:
- Any changes you make will apply to future payments and will not affect the existing payments that are pending approval.
- Self-approval: To maintain security, a user cannot approve a payment they scheduled themselves.
- Existing payments: Payments scheduled before setting up the approval workflow won’t require approval.
2- Select Settings.
3- Under the Company section, select Approval workflows.
4- Under the Approval workflows section, you will find the existing payment approval workflows. Scroll down to find the payment approval workflow you want to edit and select the three dots icon.
5- Select Edit workflow from the dropdown list.
6- Make the necessary edits. You can set the payment approval according to payment scheduler, payment amount, or payment vendor. Learn more about setting up an approval workflow in this guide.
7 - Once your edits are complete, select Save workflow.
8 - In the confirmation pop-up, select Confirm changes to finish.
That's it! You successfully edited the payment approval workflow. The updated workflow will apply to any new payments that match the workflow's conditions.