Payment approvals allow your team to create payment requests that are reviewed by another team member before any funds are settled. This workflow helps your business manage spending securely and reduces the risk of errors within your Teya Business Account.
How the payment approval workflow works
The approval process involves two steps: creating the request and reviewing it.
1. Create a payment request
Managers and accountants can create payment requests in the app.
To create a request, choose the payee or tap Add a new recipient in the top right-hand corner to create a new one, choose the amount and the reference. Add a note to the request if you want to leave additional context for your approver when they review your request. Once you submit the details, the request is sent for approval.
2. Review a payment request
Admins and super-admins can review, approve, or reject payment requests.
The approver reviews the request details, including the payee, amount, and the name of the person who created it. If the request is approved, the approver can choose to send the payment immediately or schedule it for a later date.
Important: Super-admins can still make direct payments as normal without needing approval.
Track your payment requests
Both the person who created the request and the person approving it can view all payment requests in the app.
For each request, you can see the following details:
- Payee
- Amount
- Current status
- Team member who created it
- Team member who approved or rejected it
If an admin or super-admin rejects a request, they have the option to add a reason.
Manage pending requests
- Edit a pending request
You can edit a payment request while it is waiting for approval. When you edit the details, the request goes back into draft mode and is sent for approval again.
- Send reminders
If a request is waiting for approval, the team member who created it can send a reminder in the app to the approvers in your business. You can send up to three reminders a day for the same request.
Note: Teya also sends an automatic reminder every 10 days if the request is still pending.