Skip to content
  • There are no suggestions because the search field is empty.

How to review BPAY records and submit for approval

  • After importing or manually entering instructions, review each record for accuracy.
  • Use bulk select to choose all records for submission when multiple instructions are ready. Tick the header row checkbox to select all visible records, then click Submit Top right)
  • Alternatively, select individual records for submission one at a time.
  • If a Maker/Checker process is in place, the status updates to Client Approval or Ops Approval, ready for an approver to approve or reject.