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.

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

• Every submission, approval, and decline is recorded in the audit log.
• Approvals work the same whether you pay via internal transfer, local transfer, or SWIFT.

See also: Sending a payment | Pay from an invoice I Roles & Permissions in SiFi 

Need more help? Contact support@sifi.sa.