Approval Flow

There are special transient statuses that exist for the approval flow. This flow is recommended for the following use cases:

  • You want payment requests to be approved first before being created
  • You want payment requests to be approved first before being marked as Paid
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Normal payment request creation flow
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Payment request creation flow with required approval

To use the approval feature, you need to create multiple users and set their roles. You can manage user roles here

  1. Create an approver role that has the following turned on:
    • Can approve payment requests
    • Can reject payment requests
    • Can approve paid payments
    • Can reject paid payments
  2. Create another role for users that require approval when performing operations. The following must be turned on:
    • Require approval when creating payment requests
    • Require approval when receiving payments.