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How to Send Money and Authorize Funds Release for Payments

  • Updated

This walkthrough covers how to send a payment using Send Money, from starting the payment to authorizing funds release before the payment can be processed.

For a general introduction to Send Money, see: Send Money Overview

 

How to Send Money

  1. Navigate to the Payments page > Select "Send Money"
  2. Either:
    • Search and select an existing recipient
      OR
    • Pay a new recipient
  3. Add the required payment details:
    • Amount
    • Currency (CAD or USD)
    • Funding Source
    • Payment Date
    • Payment Purpose
  4. [optional] Upload an attachment or add a memo
  5. Select "Review" to review the payment before sending it
  6. Once reviewed, select "Submit for Authorization"

Once submitted, the payment will move to the Needs Authorization tab of the Payments page, where an authorizer will need to authorize the payment before the scheduled payment date. 

Note:

  • The maximum attachment size is 20 MB
  • Acceptable file types include:
    • PDF files
    • PNG
    • JPG images

 

Authorizing Funds Release for Send Money Payments

  1. Navigate to the Payments page > Needs Authorization tab
  2. For batch authorization:
    • To authorize all Send Money payments in this tab, select the "Authorize All Payments" button below the CSV download button
    • To authorize a select number of payments in this tab, use the checkboxes to select multiple payments > Select the "Authorize All Payments" button at the bottom of the page
  3. For single report authorization:
    • Select the "Authorize" button to the right of the payment
  4. The payment will move to the Pending tab, waiting to be processed on the scheduled payment date

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