Add Payment Templates to Approval Rules

Configure Payment Order Approval Rules using specific Payment Templates

Approval workflows can be configured based on the template used in a payment order.

• Approval logic can be configured under Settings > Payments > Approval Rules.
• Approval rules can require specific approvers for payments made using certain templates. Example: Payroll payments require sign-off from Finance & Payroll teams.
• Approval rules can be applied across all templates or on individual templates.
• Approvers will see who submitted the payment and what template was used.
• Approval history is logged, providing an audit trail.