What is Transfer Approval?
Updated over a week ago

Transfer approval enables transfer in two steps: transfer request and transfer review. Assistant always needs approval from Owner or Admin, while Owner or Admin can request approval or make a transfer on their own.

Advantages of Transfer Approval:

  1. Double Verification: Ensures outgoing payments are accurate and approved.

  2. Task Delegation: In a business context, you can designate a team member, such as a financial manager or accountant, to oversee day-to-day finances and transactions, which will be under payment approval to ensure the preciseness of each transaction.

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