Authorisation Panels

About Authorisation Panels

Panel approval allows your organisation to setup threshold amounts and up to six approver sequences, for your payments and direct debit requests. You can also create account rules if your organisation needs restrictions on who can approve based on the funding account.

Panel Authorisation video

Benefits of using Panel Authorisation

Examples when changing to panel approval may assist your organisation:

• You need at least three users in the payment approval workflow
• You need to fix the last approver in order to maintain a release step: this user will send payments for processing and will be the only approver who needs a security device
• You want a particular approver sequence to be followed
• You want to restrict user’s approving payments for certain thresholds: e.g. payments up to $50,000 need two approvals and payments up to $100,000 need three approvals
• You need payments funded from a specific account to be approved by certain users

Panel Sequence

Panels can be set up in the following orders:

• Fixed First: Fix the first person to approve with any other approvers in random order
• Fixed: Fix the entire approval path
• Fixed Last: Fix the last person to approve with any other approvers in random order
• Fixed First & Last: Fix the first and last person to approve with the other approvers in random order
• Not Fixed: The order of approval is random

Panel Authorisation example

Let’s look at an example where an organisation has eight approvers where:

• One approver who is assigned to Authorisation Group A
• Three approvers are assigned to Authorisation Group B
• Two approvers are assigned to Authorisation Group C
• Two approvers are assigned to Authorisation Group D

The organisation wants to have only certain employees approving payments for certain thresholds, and they want to fix the order of who approves the payments in some instances. The following Panel has been created to ensure that their authorisation rules are adhered to: