While adding a role as an approver in the workflow, please make sure that the role has permission to view payouts. You will be able to view the permissions associated with a role in the Roles and Permissions tab of team management.
, mobile app or RazorpayX Slack App. You can also select and approve multiple payouts at once from the Dashboard using the check box beside the payout.
Let us consider that you have set up a workflow where any payout above ₹10,001 has to be approved by the roles Finance L2 in Step 1 and Finance L3 in Step 2. Below is how the payout is created and approved:
Action by User
Step 1: Payout is created.
The payout moves to the pending state.
Approval needed from Finance L2 (Step 1 Approver).
Step 2: Finance L2 approves the payout.
The payout remains in the pending state.
Approval needed from Finance L3 (Step 2 Approver).
Step 3: Finance L3 approves the payout.
The payout moves to the processing state if there’s sufficient balance.
The payout moves to the queued state if there’s insufficient balance.
No further action required.
No further action is required by you to process the payout. That is, it can either be processed or reversed.
Any payout in pending or queued state for more than 3 months will automatically be cancelled or rejected.
When an approval workflow is created, it by default applies to API payouts as well.
You can disable Approval Workflow only for payouts created using APIs. Payouts and payout links created using the Dashboard or mobile will still follow the Approval Workflow as defined, before they are processed.
To disable Approval Workflows for payouts created using APIs from the RazorpayX Dashboard: