How to delete a payment approval workflow

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If you no longer need a payment approval workflow, you can delete it at any time. This guide walks you through how to delete an existing payment approval workflow in your account.

To learn how to create a payment approval workflow, please see the following guide.

After deleting a payment approval workflow, any existing payments awaiting approval will proceed without approval unless another active workflow still applies to them. 

Deleted workflows cannot be restored. If you delete a payment approval workflow, you will need to recreate it from scratch if you change your mind. Consider editing the workflow instead if you only need to make adjustments.

How to delete a payment approval workflow

1- Sign in to your account.

2- Select Settings from the bottom left of the screen.

3- Under the Company section, select Approval workflows.

Payment approval workflows control which payments require authorization before money leaves your account — this is separate from bill approval, which validates the bill itself before it becomes payable.

Alternatively, you can open the Approvals tab and select Manage workflows.

Team workflows for payment approval

 

4- Under the Manage approval workflows section, find the payment approval workflow you want to delete and select the three dots icon.

5- Select Delete workflow from the dropdown list.

6 - In the confirmation pop-up, select Delete workflow to finish.

That's it! You successfully deleted the payment approval workflow. This workflow will no longer apply to new matching payments.

 

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