Payment Approvals

Routing Payments for Approval & Actioning an Approval Request

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To route a payment for approval:

Once a Payment Order has been submitted, it will be routed for approval based on the established Approval Rules.

All approvers will receive an email notification with an Approval Request. Full details of the Payment Order will be included in the body of the email (suppliers, amounts, funding sources, processing date, fees).

To action an Approval Request:

• To approve or reject the payment, approvers must login to RBC PayEdge.
• From the main dashboard, select Payments > View All Orders, then click the Pending Approval tab.
• To review the Payment Order details, click the hyperlinked Order Number.
• Select the checkbox next to the Payment Orders you wish to action, then click ‘Actions’ > Approve (or Reject).
• If you Approve the order, authentication is required either by two factor authentication, approver code, hard or soft token. Refer to the Authentication section for further details.
• If you Reject the order it will be returned to Draft Status where the User who created the order can make changes and re-submit or delete.
• Once the required approvals have been received, the order will move from the Pending Approval tab to the In Progress tab for processing on the specified date. The original User who submitted the Payment Order will also receive email confirmation.