Skip to main content
Contact

Approve Payee

To reduce the risk of fraud, ANZ recommends you always confirm payee details before approving the payee.

To approve a payee that is in a Deletion Pending Approval, Modification Pending Approval or a Pending Approval status, follow the steps below.

Use Method 1 or 3 to approve several payees at the same time.
STEP ACTION
1 Go to the Payments > Payee List screen
2 Click View > Awaiting Approval from the Control Bar to view all payees Pending Approval. If required, you can further refine the payees on screen by using Filter or Sort: 
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3 Use one of the following methods to approve the payee:
  • Method 1: Select the payees(s) and click Approve on the Control Bar
  • Method 2: Right-click on the payee and click Approve on the Context Menu
  • Method 3: Select the payee(s) and click Actions > Approve on the Control Bar
  • Method 4: Click on the payee to display the Beneficiary Details screen and then click Approve on the Control Bar
Impact Summary?
If there are any impacts to current payment and templates as a result of approving the payee, an Impact Summary pop-up window will be displayed. You can click on the numbers in the table to view which payments and templates are affected. To continue, click Ok.
RESULT:  A confirmation message is displayed advising that the payee(s) has been approved:
  • If the request is to approve a new or edited payee, the payee status changes to Approved
  • If the request is to approve deleting a payee, the payee status changes to Deleted