Payment Approval

If you have been nominated as a payment approver for your company you will see the Payment Approval options in the Client Portal. Only users who have authority to approve BACS file payments will see these options.

Approval Notification

All nominated payment approvers will receive an email notification when a payment file needs approval.

Approval is required by 4.30pm on the last day that the file can be submitted to the BACS system. Clicking the link in the email will take you to the RSM Client Portal. After logging in you will be directed to the file that needs approval.

Approving a File

Any files awaiting approval will be shown on the Pending Approvals page.

This page shows information about the payment. Click on show details to expand the view and show details information about the transactions. Account details are only partially visible for security.

Once you have reviewed the payment you can choose to approve or reject it.

If you approve the payment all nominated payment approvers for your company will be notified by email that the payment has been approved.

If you reject the file you must add a reason. Please add as much information as possible to help the payroll team correct any issues. When you reject a payment the RSM payroll team will be notified.

Once you have approved or rejected the payment it will disappear from this screen.

Approval History

Details of all the payment files you have received for approval will appear in the Approval History page.

It shows the current status of the payment file and details of who approved or rejected it.

You can filter by submission date or search for matching file or approver names.