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How to set the number of approvals for a payee task

Have up to 4 approvers for payee tasks.

The number of approvers for payee tasks can be updated by the Administrator at anytime.

Step by step guide

Click Admin settings and select Permissions and approvals.

Click the check box to change if approval is required for create and maintain payees and then click the circles to set the number of approvals required for these tasks, if applicable.

Once all are set, click Save at the bottom of the page.


Useful tip

QBO and OFX formats are available when you select just one account to export.

The file type required will depend on the accounting software package you are using.


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Export your transaction details to supply to a third party.

Help reconcile and control your cash flow

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Things you should know
  • The number of approvers is for online banking only and can be changed by the Administrator at any time. The number of approvers cannot be set below the signing authority set up at the branch.
  • This applies to every account on the network.