With bulk payment approval, you can review and confirm multiple pending payments in one batch rather than authenticating every single payment individually. This guide covers how to select your payments, understand payee check results and manage your batches.
1. Selecting payments to confirm
You can confirm your pending payments from any device - Web, iOS or Android.
- Go to your unconfirmed payments list (or click the unconfirmed payments prompt on your home screen or right after creating a payment).
- Select individual payments using the checkboxes next to each item, or click/tap Select all to choose the entire list.
- Review your totals and click Confirm.
- Complete one single authentication step to approve the whole batch.
Important limits and requirements:
- Permissions: Bulk payment approval is available to Admin users only. Non-admin roles (such as Editors) cannot confirm payment batches.
- 100 payment cap: A single batch can contain a maximum of 100 payments.
- Creating payments: Payments are still created one at a time. Bulk approval only simplifies the final confirmation step - it does not support invoice file or batch file uploads.
2. SEPA & international payments in one batch
Your payment batch does not need to be separated by payment rail or currency:
- Mixed currencies: You can include both SEPA and international (SWIFT) payments in a single batch, including FX transfers.
- Currency totals: While reviewing your batch, total amounts are clearly calculated and displayed per currency.
3. Understanding payee check results
Before you authenticate, a payee check runs automatically across all SEPA payments in the batch. If any payee name does not match the account details, those payments will be grouped separately for your review.
- Match: The payee details match. These will proceed automatically with the main batch.
- No match: The payee name does not match the provided bank account details.
- What to do: You can review flagged payments directly. You can choose to clear/confirm them as part of the batch, edit them, or deselect them to remain in your unconfirmed list for later.
(If all payments in your batch match their payee check, this step is skipped entirely.)
4. Confirmation expiry (1-hour window)
Once you initiate the bulk confirmation process, you have 1 hour to complete authentication.
- If the batch is not confirmed within 1 hour, the confirmation request will lapse.
- Nothing is deleted: Unconfirmed payments are simply returned to your unconfirmed list, where you can select and confirm them again whenever you are ready.
5. Partial success and checking failed payments
If one or more payments in a batch fail during processing:
- Partial success: The valid payments in your batch will still go through. One failed payment will not stop the rest of the batch.
- Where to check: Once processing completes, the success screen will display a summary showing exactly which payments were processed and which ones did not go through, as well as future-dated payments. Unsuccessful payments will remain in your unconfirmed list for review.
6. Receiving confirmation notifications
- When a batch completes processing, a confirmation notification is sent.
- To maintain security, notifications are sent to Account Admins and the account creator. If you do not receive a push notification, check that your device is registered and verified under your account security settings.