How do I view, approve or reject batches?

To view, approve or reject batches in online banking for business, make sure you have a job role with the required rights and permissions, as well as a group of accounts that includes the identifiers associated with the product.
 

Important

The Payment - File option and the Electronic File Transfer (EFT) permissions require approval.
 

To view, approve or reject batches:

1. Sign in to online banking for business.
2. In the left menu under Money transfer, click File transfer.
3. From the Manage batches tab, search for the batch you want.
4. Click the green checkmark icon (Approve) or the red X icon (Reject) next to the batch. If the batch is not displayed, you can search for a batch by upload date, status, or amount. 
   • By clicking on the batch, under the Transactions tab, you can view the details of the transactions included in the batch.
   • From the Approval log tab, you can view the history of approvals performed for this batch.

Watch our demo to learn how to upload a file and manage batches.
 

Good to know

• A user can only approve or reject a batch. It cannot approve a single transaction that is included in a batch.
• A user can only see items that they can approve.
• When a batch requires approval, a notification is sent to approvers who have permission for the ID.