Geography: This article is applicable for ANZ Transactive - Global customers banking in Pacific Islands and Laos. Full details are available in Features by Geography.
To approve a payment that is in a Pending Approval or Partially Approved status, follow the steps below.
You can also approve payments via the Payment Approvals - Asia & Pacific content in your Workspace and via the Payments - APEA menu in the Transactive - Global Mobile app
You must have the appropriate entitlements to approve a payment, else the Approve button will be disabled
Approve payments from the following menus:
Approve Payments
The Approve Payments screen can display up to 500 of the latest payments in the grid.
STEP
ACTION
1
Go to the Asia & Pacific Payments > ApprovePayments screen
2
Locate the payment you want to approve. There are several ways to find a payment:
UseViewon the Control Bar to view payments in a particular status. Choose from:
All
Payments for Approval
Payments for My Approval (preferred option)
Use Filteron the Control Bar and enter Approval into the transaction status text boxes under the column headings
Sortcolumns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3
Locate the payment and use one of the following methods to approve the payment:
Method 1: Select the payment(s) and right-click on the payment(s). Click Approve on the Context Menu
Method 2: Select the Payment(s) and click Approve on the Control Bar
Method 3: Click on the payment in the list to display the Payment details screen and then click Approve on the Control Bar
RESULT: The Approve Transactions pop-up window is displayed.
4
Review the details of the payment(s) in the Approve Transactions pop-up window:
If the payment requires a one-time password (OTP), a summary of the selected payment(s) for approval will be displayed and you will be prompted to enter your security credentials for OTP:
If the payment requires a signature, a summary of the selected payment(s) for approval will be displayed and you will be prompted to enter your security credentials for signature:
If the payment requires ANZ Digital Key approval via a push notification, a summary of the selected payment(s) for approval will be displayed and you will be prompted to approve the payment(s) via your ANZ Digital Key app on your device:
If the payment requires ANZ Digital Key approval via a scan of a QR code, a summary of the selected payment(s) for approval will be displayed and you will be prompted to scan the QR code using your ANZ Digital Key app and camera on your device:
5
Click Approve
If the payment requires two-factor authentication, follow the instructions provided, enter your security credentials and click Approve in the confirmation pop-up window
If the payment requires ANZ Digital Key authentication, follow the instructions on your mobile device to approve
RESULT:
A confirmation message is displayed advising that the payment(s) has been approved
If the payment requires additional approvals, the status of the payment will change to Partially Approved and will remain in this status until all approvals are obtained
If this is the final approval, the status of the payment will change to Closed
If there is an error in the approval process, the status of the payment will change to Approval Failed
File Import Summary
The File Import Summary screen can display up to 1000 of the latest payments in the grid.
STEP
ACTION
1
Go to the Asia & Pacific Payments > File Import Summary screen
2
Locate the payment and use one of the following methods to approve the payment:
Method 1: Right-click on the payment and click View Paymenton the Context Menu, then click Approve
Method 2: Select the payment and click View Paymenton the Control Bar, then click Approve
Method 3: Click the payment and then clickView Paymenton the Control Bar, then click Approve
3
Review the details of the payment in the Approve Transactions pop-up window:
If the payment requires a one-time password (OTP), a summary of the selected payment(s) for approval will be displayed and you will be prompted to enter your security credentials for OTP:
If the payment requires a signature, a summary of the selected payment(s) for approval will be displayed and you will be prompted to enter your security credentials for signature:
If the payment requires ANZ Digital Key approval via a push notification, a summary of the selected payment(s) for approval will be displayed and you will be prompted to approve the payment(s) via your ANZ Digital Key app on your device:
If the payment requires ANZ Digital Key approval via a scan of a QR code, a summary of the selected payment(s) for approval will be displayed and you will be prompted to scan the QR code using your ANZ Digital Key app and camera on your device:
4
Click Approve
If the payment requires two-factor authentication, follow the instructions provided, enter your security credentials and click Approve in the confirmation pop-up window
If the payment requires ANZ Digital Key authentication, follow the instructions on your mobile device to approve
RESULT:
A confirmation message is displayed advising that the payment(s) has been approved
If the payment requires additional approvals, the status of the payment will change to Partially Approved and will remain in this status until all approvals are obtained
If this is the final approval, the status of the payment will change to Closed
If there is an error in the approval process, the status of the payment will change to Approval Failed