{"id":32359,"date":"2026-03-03T11:31:35","date_gmt":"2026-03-03T11:31:35","guid":{"rendered":"https:\/\/finseta.com\/?p=32359"},"modified":"2026-03-03T11:33:44","modified_gmt":"2026-03-03T11:33:44","slug":"configure-approval-settings-in-customer-app","status":"publish","type":"post","link":"https:\/\/finseta.com\/ca-en\/configure-approval-settings-in-customer-app\/","title":{"rendered":"Configure Approval Settings in Customer App"},"content":{"rendered":"\t\t
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Configure Approval Settings in the Finseta platform\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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This guide walks you through how to configure approval settings within the Finseta platform, helping you tailor payment approval flows to suit your organisation\u2019s internal processes.<\/span><\/p>\n

In just a few steps, you’ll learn how to create approval ranges, assign approver types, adjust approval groups, and ensure every payment is reviewed by the right people.<\/span><\/p>\n

Follow the steps below to confidently customise your account\u2019s approval structure.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

 <\/div>\n<\/div>\n<\/div>\n<\/article>\n

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STEP 1<\/h3>

To edit the approval settings for an account, head to the \"Settings\" page\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 2<\/h3>

Head to the \"Approval Settings\" tab\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 3<\/h3>

By default, the approval setting will be that all payments, of any value, will need one \"A\" approver. To edit these settings, click \"Edit Approval Settings\"\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 4<\/h3>

To add a new range, click \"Add a new range\"\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 5<\/h3>

\nFor each band you can set how many approvers are needed to approve a payment, and what type of approver.\nFor each band, you can specify the \"From\" and \"To\" amount that applies to that band.\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 6<\/h3>

When you enter an amount in the \"To\" field of a band, it will automatically adjust the band below it.\nBands cannot overlap, or have empty values, and when this is the case you will get an error message.\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 7<\/h3>

To select the type of approver, select the dropdown and choose from the types of approvers you have available.\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 8<\/h3>

To select the type of approver, select the dropdown and choose from the types of approvers you have available.\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 9<\/h3>

To add additional approvers within a range, click the \"+\" icon\n\n\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 10<\/h3>

You can also specify that multiple approver types can perform an approval.\n\n\n\n\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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STEP 11<\/h3>

In the above example, from \u00a30.00 to \u00a31000.00, a payment will need one approval from an \"A\" approver\nFor payments from \u00a31000.01 to infinity, it will need to be approved by an \"A\" approver, plus an \"A\" or a \"B\" approver.\n\n\n\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 12<\/h3>

You can edit these groups to reflect how your individual payment processes\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 13<\/h3>

You can adjust the names of the approver groups, or add additional groups.\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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STEP 14<\/h3>

In the above example, you can see that the approver groups have been amended to reflect a typical payment flow, involving the roles of those involved in the process.\n\n\n\n\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Configure Approval Settings in the Finseta platform This guide walks you through how to configure approval settings within the Finseta platform, helping you tailor payment approval flows to suit your organisation\u2019s internal processes. In just a few steps, you’ll learn how to create approval ranges, assign approver types, adjust approval groups, and ensure every payment […]<\/p>\n","protected":false},"author":221728568,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1849,1851],"tags":[],"class_list":["post-32359","post","type-post","status-publish","format-standard","hentry","category-onboarding","category-payments-and-fx"],"acf":[],"yoast_head":"\nConfigure Approval Settings in Customer App - Finseta<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/finseta.com\/ca-en\/configure-approval-settings-in-customer-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configure Approval Settings in Customer App - Finseta\" \/>\n<meta property=\"og:description\" content=\"Configure Approval Settings in the Finseta platform This guide walks you through how to configure approval settings within the Finseta platform, helping you tailor payment approval flows to suit your organisation\u2019s internal processes. In just a few steps, you’ll learn how to create approval ranges, assign approver types, adjust approval groups, and ensure every payment […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/finseta.com\/ca-en\/configure-approval-settings-in-customer-app\/\" \/>\n<meta property=\"og:site_name\" content=\"Finseta\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-03T11:31:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-03T11:33:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/finseta.com\/wp-content\/uploads\/2025\/11\/Step-1-7.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2698\" \/>\n\t<meta property=\"og:image:height\" content=\"1916\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bethany Goodman\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@_Finseta\" \/>\n<meta name=\"twitter:site\" content=\"@_Finseta\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bethany Goodman\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/configure-approval-settings-in-customer-app\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/configure-approval-settings-in-customer-app\\\/\"},\"author\":{\"name\":\"Bethany Goodman\",\"@id\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/#\\\/schema\\\/person\\\/7bb8c1d75c03896fea485f72f78f2673\"},\"headline\":\"Configure Approval Settings in Customer App\",\"datePublished\":\"2026-03-03T11:31:35+00:00\",\"dateModified\":\"2026-03-03T11:33:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/configure-approval-settings-in-customer-app\\\/\"},\"wordCount\":378,\"image\":{\"@id\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/configure-approval-settings-in-customer-app\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/finseta.com\\\/wp-content\\\/uploads\\\/2025\\\/11\\\/Step-1-7.png\",\"articleSection\":[\"Onboarding\",\"Payments and FX\"],\"inLanguage\":\"ca-en\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/configure-approval-settings-in-customer-app\\\/\",\"url\":\"https:\\\/\\\/finseta.com\\\/ca-en\\\/configure-approval-settings-in-customer-app\\\/\",\"name\":\"Configure Approval Settings in Customer App - 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