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How does dual approval of payees work?

As an administrator you may wish to make the creation and amending of payees a process that needs two different users.

  • Select User Admin
  • Select a user from the list
  • Select User Rights
  • Select Dual Approval for Payee Entry
  • Select the payment types that you wish dual approval to apply to

With dual approval, when a user has finished creating or editing a payee instead of it immediately becoming available for use, a second user must approve it and then it becomes available for use.

The payee will have a warning triangle by it when the second user views it. By clicking Approve they will activate the payee.

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