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How to approve payments in PT-X (Direct and Indirect)

Single Approvals

  1. Login to PT-X as a user who has the Approve role
  2. Filter the view on the All Payments screen to look for Entered batches, or simply look for the Entered batch that you wish to Approve.
  3. Click View next to the Entered batch
  4. Check the details of the file if necessary.
  5. Click Approve
  6. The status will update to Approved and will be ready for submission
  7. You are still able to unapproved the batch you approved

 

Multiple Approval

If a Payment Profile has been configured to require multiple approvers

  1. Login to PT-X as a user who has the Approve role
  2. Filter the view on the All Payments screen to look for Entered or Part Approved batches, or simply look for the Entered or Part Approved batch that you wish to Approve.
  3. Click View next to the Entered or Part Approved batch
  4. Check the details of the file if necessary.
  5. Click Approve
  6. The status will update to Approved and will be ready for submission
  7. You are still able to unapproved the batch you approved or part approved

 

Automatic Approval

If you wish to have PT-X Automatically approve a batch this must be setup in the Payment Profile Settings.

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click Payment Profiles
  4. Click view next to the Payment Profile you wish to auto approve
  5. tick Automatically approve payments
  6. Click Save Changes
  7. The next time a batch is entered its status will change to automatically Approved

 

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