History of Payments and Payment Authorisation Approval

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View all of your past payments and securely authorise your new payments with multiple approvers.

History of Payments

Having a clear view of your payments provides you with greater control of your outbound transactions. With Ebury Online, you can browse and filter your payment history allowing you to quickly find your most important payments.

Simply log in to Ebury Online and select “Payments” in the navigation menu. From here, you can see a summary of your historical payments, view their details, check the status of each payment, find the trades linked to them, and authorise or reject pending payments.

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Multiple Payment Approvers

You can add up to 4 levels of approval to your payments to ensure that each payment has been correctly authorised.

If you have 4 levels of approval, you will require at least 4 different individuals with the appropriate permissions to approve each payment. The payment will not be submitted until all 4 levels of approval have been granted.  If one approver rejects the payment, the payment will be cancelled. The number of approvals can be customised allowing up to 4 levels depending on your needs and preferences.

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More control and security

Requiring multiple approvals for each payment increases the level of control and security you have over your transactions, ensuring that your payment execution is secure. It also significantly reduces the likelihood of operational risk (e.g. sending payments to the wrong beneficiaries or sending incorrect amounts).

How to set up multiple levels of approvals

  1. Log in to Ebury Online
  2. Select “Account” in the navigation menu
  3. Select the “Settings” tab
  4. Select your preferred payment authorisation workflow

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How to add and remove approvers

  1. Log in to Ebury Online
  2. Select “Account” in the navigation menu
  3. Select the “Users” tab
  4. Find the user you want to add or remove as an approver
  5. Select the “Manage Permissions” action for that user
  6. Add or remove different levels of payment authorisation

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How to authorise or reject a single payment

  1. Log in to Ebury Online
  2. Select “Payments” in the navigation menu
  3. Find the payment you want to authorise
  4. Click on the ellipsis icon (three dots - see more actions)
  5. Authorise or reject the payment

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How to authorise or reject multiple payments

If you have more than one payment which requires your approval, you can select multiple payments to authorise or reject at the same time.

  1. Log in to Ebury Online
  2. Select “Payments” in the navigation menu
  3. Select the payments you want to authorise or reject by ticking the checkbox next to each payment
  4. The total amount of your selected payments is displayed at the bottom of the page. This includes a calculation of the fees associated with all of the payments you have selected
  5. Authorise or reject the payments you have selected

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How to check the status of a payment

The status of a payment can be quickly identified by the “Status” icon next to each payment. You can also check the status of each approval level by viewing the details of a payment, simply follow the steps below:

  1. Log in to Ebury Online
  2. Select “Payments” in the navigation menu
  3. Find the payment you want to authorise
  4. Select the payment ID in the “Payment Details” column
  5. A new panel will appear showing the payment details for that specific payment ID
  6. [Optional] Authorise or reject the payment

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