How do I authorize a batch once I receive the authorization request?

When you receive an email that requests you to authorize a batch file, as a file authorizer you have to log in to the account to action this before the batch can process.

Must know:

How do I authorize a batch once I receive the authorization request?

  1. In the Portal, navigate to any of these that apply:
    • Processing > Batch Processing
    • Processing > Employee Direct Deposit
    • Processing > Customer PAD / Vendor DD
  2. Click the edit iconPencil and paper for the batch file you need to authorize.
  3. In the pop-up window, click ‘Authorize’.
  4. Confirmation:
    • If your account is set up to only require one authorization, you’ll receive a confirmation that the batch is scheduled to process.
    • If your account is set up to require more than one authorization, another batch authorization request email will be sent to the other authorizer(s). You will also receive that email as a notification.

Good to know:

  • To see the status of a batch, you can check the icon under the EFT/ACH column in your list of batches within the Portal: 
    • Hourglass with eye in front= Pending Review - the batch authorization hasn’t been requested yet.
    • Hourglass with green checkmark= Pending Authorization - the batch authorization has been requested but hasn’t been completed.
    • Datebook with red clock = Scheduled - the batch has been authorized and is scheduled to process.
    • Green checkmark= Completed - the batch has processed successfully.
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