Finance users, Team managers, and the application owner can request to make payments via Transfers.
Head into Application > Overview, and switch the payment method from Virtual card to Transfer.
- Click Request transfer.
- Upload the invoice and fill in the payment details for your request. Note that:
- An invoice is necessary for your Admin to approve your request.
- You can only make same-currency transfers.
- Click Request transfer to send your request to the Admins.
- In the Payments tab, you will be able to see your request and its status:
- Admins will receive a notification about your request.
If you are an Admin user, you can process the requests in My tasks or the Payments tab. Follow the steps here to make the transfer.
- Once your request is resolved by the Admin, you as the requester will receive an email notification.