With Melio’s approval workflow, you can add an extra checkpoint to your payments. When payments need approval, authorized team members can review and decide whether to approve or decline them.
This article explains how to approve or decline the payments and how to view the payment details before deciding.
This article is relevant for: Core, Boost, and Unlimited subscribers.
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How to approve or decline a payment
1 - Sign in to your Melio account.
2 - From your Pay dashboard, select the Approvals tab.
3 - In the Approvals tab, you can see all payments that require approval. Find the payment you want to review.
How to see more information about a payment:
a. Select the desired payment from the list.
b. A pop-up window with payment details will appear.
c. If the payment has an invoice attached, you can:
- View invoices instantly - No need to download files.
- Navigate multi-page documents - Scroll through all pages of multi-page PDFs using the built-in viewer.
- Switch between multiple attachments - When several invoices are attached, you can easily navigate between all of them by selecting the arrow icons at the top right.
- Identify invoices at a glance - Invoice attachments are clearly displayed in your dashboard tables for easy identification.
4 - After viewing the payment details, you can approve or decline it.
How to approve the payment
Select the Approve button next to the payment.
You can also select Approve in the Payment activity window.
That’s it. The payment will be scheduled now. It will move to the Payments tab as Scheduled.
You and the team member who scheduled the payment will get an email that the payment was approved.
How to decline the payment
1 - Select a three-dot icon next to the payment. Then, select Decline.
Or, in the Payment and bill details window, select More at the bottom left. Then, select Decline.
2 - A pop-up window will appear asking you to confirm the action. Select Decline to complete the process.
If needed, you can leave a decline note for the payment creator.
The declined payment will move to the Payments tab. It will be marked as Declined.
Alternatively, you can select Cancel payment. This action returns the payment to the Bills tab as an unpaid bill.
That’s it. You and the team member who scheduled the payment will get an email that the payment was declined.