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What are my options for managing who can authorise imported files?


Having the ‘Authorise import file’ privilege allows the user to authorise any file, including ones they have imported themselves.

If you don’t want a user to be able to do this, you’ll need to remove ‘Authorise import file’ from their role(s).

Provided they have the individual ‘Authorise payment’ privileges for the types of payments in the file, they’ll still be able to authorise payments that other users have imported by selecting the imported file and viewing the list of imported payments. They’ll be able to approve up to 200 payments in the file at a time. If there are more than 200 payments in the file, they can return to the file and select the next 200 until all the payments in the file are authorised.

If you have very large files, and / or  only want them to be able to approve payments that another user has imported, then you should remove the ‘Import payment file’ privilege and just allocate them the ‘View payments’ and ‘Authorise import file’ privileges.

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