Approvals & payment policies

Approvals & payment policies

To keep spending under control, your company can require that payments are approved before they are sent. This article explains how approvals work — whether you're sending or approving.

💡 Who this applies to: Anyone with the Make payments permission may have their payments routed for approval, depending on your company's policies. Approving requires a separate permission, granted by your admin.

How approvals work

When approval policies are on, a payment you submit is not sent straight away. Instead:

  1. You create and submit the payment.
  2. It shows as Pending approval. See Payment statuses explained for all statuses.
  3. An approver reviews it and approves or declines.
  4. Once approved, the payment is sent automatically — no further action needed from you.

If you're an approver

  • You're notified when a payment needs your review.
  • Open it to see the partner, amount, method, and any note or invoice.
  • Approve to send it, or Decline with a reason so the submitter knows why.

What policies can control

Your company's admin sets the rules. Policies can require approval based on things like the payment amount or the type of transfer, and rules can differ depending on whether you're paying a partner or moving your own funds.

💡 Not sure what your company requires? Just submit the payment — SiFi tells you if it needs approval before it is sent.

Good to know

See also: Sending a payment | Pay from an invoice

Need more help? Contact support@sifi.sa.

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