Assign user roles to create and approve payouts using the RazorpayX Approval Workflow.
Approval Workflow, or the Maker-Checker, is a feature that can be used by organisations to have certain transactions go through an approval process.
You can create custom workflows for creation and approval, that allows you to have more control and scrutinise your payouts to reduce human errors.
There are no pre-set workflows that you need to follow.
You can set up the Approval Workflow rules so that a payout created by a role can be approved by up to two different roles before it is sent for processing.
Approval Workflow can be applied to all payouts created on RazorpayX, whether they are created individually from the
Navigate to My Account & Settings → Workflow → Payouts.
Click Get Started. You will be prompted with a sample template to create the workflow. Click Awesome, got it to continue.
You can start editing the template by entering the range and number of approvers required.
For example, for a range from ₹ 0 to ₹ 1,000 - No approval required.
₹ 1,000 & 5,000 - Approval at Step 1.
₹ 5,000 & Above - Approval at Step 1 and Step 2, and so on.
To add a range, click +RANGE between two ranges and to remove a range, click - along the listed range.
You can use the +Approvers to add an approval step.
Once you have clicked on +Approvers, you can add approvers in the step by selecting a desired role from the drop-down.
You can add multiple roles as approvers in a step by the OR or AND conditions.
For example, for a range - ₹ 1,000 & 5,000
If Step 1 approvers are Finance OR Admin, the payout in that range will be processed or move to the next step of approval on either Finance or Admin approval.
If Step 1 approvers are Finance AND Admin, the payout in that range will be processed or move to the next step of approval on both Finance and Admin approval.
Once you are done with all the changes, click Save Workflow.
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
What Happens
Reason
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.
Watch Out!
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:
You can disable Approval Workflow at anytime. On disabling, all the payouts in pending state will be rejected automatically and the payouts will be made without approval.
