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Approve reject suspend or reactivate a payment profile ​

When to use it ​

Use this guide when you need to approve reject suspend or reactivate a payment profile.

Before you start ​

  • Open Payments from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

The selected payment-profile decision is recorded.

Vendor details identify the payee. Payment-profile approval determines the eligible payment destination; submitting details is a separate review request.

Steps ​

  1. Find the beneficiary and review the proposed profile version, destination, and risk information.
  2. Choose Approve or Reject for a submitted profile, or Suspend or Reactivate where those actions are offered.
  3. Enter a clear reason of at least ten characters and confirm the selected decision.
  4. Check the resulting status and audit history.

Screenshot placeholder: Payments: approve reject suspend or reactivate a payment profile.

Screenshot to add: Payments: approve reject suspend or reactivate a payment profile. Capture filename: images/approve-reject-suspend-or-reactivate-a-payment-profile.png.

Restrictions ​

Approval and suspension have separate access requirements. Only use the actions offered for the current profile state. A profile decision does not execute a payment.

The requester cannot approve their own payment details. Details held or blocked for review cannot be approved. Reactivation is blocked when a different profile is already in use. If the record has changed, refresh and review the current details before continuing.

If something went wrong ​

After an unclear decision, refresh the beneficiary's profile and inspect its version, status and history before trying again. A changed profile needs a fresh review.

If incorrect details are still pending, reject that submission with the reason and have the requester submit the confirmed destination. The requester cannot approve their own details.

If the wrong profile was approved, ask the eligible Finance reviewer to use Suspend where offered and review the correct replacement before further payments. For an incorrect rejection or suspension, review the current profile and use only the available resubmission/reactivation process; Reactivate is blocked when another profile is already effective.

Check the correction ​

Check the effective approved profile, beneficiary and destination against independent evidence. Review attempted and completed transfers separately; a profile decision cannot recall money already sent.