How to make a request to pay by Bank transfer

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Note: You'll need to have the Bank transfer access add-on and configure your request workflow to enable Bank transfers before you can make a request.

1. From the left-side menu, select Requests.
   
2. Select Make a request.
   Tip: If you’re an approver, you’ll need to select the My requests tab first before selecting Make a request.
3. Select I wish to make a payment.
   
   
4. Select the appropriate workflow.
   
5. Enter a title and description for the request.
   
6. If multiple currencies are enabled, select the currency for this payment.
   
7. Enter the amount you're requesting to pay via Bank transfer, then select Next.
   
8. Under Payment methods, select Bank transfer.
   
9. Enter the payee details. (The person or company you are requesting to pay via Bank transfer)
   
   Note: If the payee details you enter match a payee already in the system, you’ll see a pop-up. Select Continue.
10. Add any additional notes or attachments (optional).
    
11. Review the details of your request and select Confirm.
    

Your request will now be submitted and the Reviewer will be notified by email. You can keep track of the status of your request from the Requests section.

Show images

Note: You'll need to have the Bank transfer access add-on and configure your request workflow to enable Bank transfers before you can make a request.

1. From the left-side menu, select Requests.
   
2. Select Make a request.
   Tip: If you’re an approver, you’ll need to select the My requests tab first before selecting Make a request.
3. Select I wish to make a payment.
   
   
4. Select the appropriate workflow.
   
5. Enter a title and description for the request.
   
6. If multiple currencies are enabled, select the currency for this payment.
   
7. Enter the amount you're requesting to pay via Bank transfer, then select Next.
   
8. Under Payment methods, select Bank transfer.
   
9. Enter the payee details. (The person or company you are requesting to pay via Bank transfer)
   
   Note: If the payee details you enter match a payee already in the system, you’ll see a pop-up. Select Continue.
10. Add any additional notes or attachments (optional).
    
11. Review the details of your request and select Confirm.
    

Your request will now be submitted and the Reviewer will be notified by email. You can keep track of the status of your request from the Requests section.