On all team plans, our Approval requests feature allows team members to initiate transfer requests on behalf of an Admin or Manager, who is notified and can approve or reject a demand in just one click.
This feature allows Owner, Admins and Managers to stay in control of their company finances while giving more freedom to their team.
💡Good to know : Owner, Admins and Managers with transfer permission can approve transfer requests.
How to approve a transfer request in Qonto?
Log in to your Qonto app, from your desktop or your mobile
Go to the Tasks tab in the main menu (mobile app: at the top right of the home screen). Once your team sent you a transfer request, the transaction remains in the Pending tab, waiting for your validation.
Select a transfer request by clicking on it. You can now verify the transfer details.
Approve or decline the transfer request accordingly. Buttons are displayed at the bottom of your screen. (NB: For the Manager role, the validation of this request will only be possible if the amount of the transfer does not exceed the limit per transfer / monthly limit defined by the Owner or an Admin.)
You'll be able to comment on your decision if you choose to reject a transfer request.
💡 If you have set up Strong Customer Authentication on your account, you will receive a confirmation request on your associated phone.
👆Good to know: One time, scheduled and recurring transfers are configured by default as an instant transfer.