Authorisation rules

You can create a series of authorisation rules which are applied to specific types of payments.

The default setting for Corporate Online is two authorisations for all payment types (with the exception of FX). This can be amended to one authorisation if Dual Authorisation was not requested on the original application.

To create a new authorisation rule

  1. Select the Authorisation tab

The Amend Authorisation Rules screen opens

  1. Select a Facility from the drop-down list
  2. Click Select

The Authorisation Rules are displayed for the selected facility

  1. Click Add
  2. Enter the amount in the Amounts Above field
  3. Enter the number of authorisations required in the Creating User Group field
  4. Enter the number of authorisations required from any other user groups in the Other User Group field
  5. Click Save

If you want to create any additional rules, repeat steps 4 to 8.

  1. Click Sign

The Signing screen opens

  1. Check the details and click Sign and Submit
  2. Enter your PIN and click OK to confirm the action

To amend an authorisation rule

  1. Select the Authorisation tab

The Amend Authorisation Rules screen opens

  1. Select a Facility from the drop-down list
  2. Click Select

The Authorisation Rules are displayed for the selected facility

  1. Check the tick box next to the rule you want to amend
  2. Click Amend
  3. Enter the new figure in the appropriate field
  4. Click Save

The Sign button appears

  1. Click Sign

The Signing screen opens

  1. Check the details and click Sign and Submit
  2. Enter your PIN and click OK to confirm the action

To delete an authorisation rule

  1. Select the Authorisation tab

The Amend Authorisation Rules screen opens

  1. Select a Facility from the drop-down list
  2. Click Select
  3. Check the tick box next to the rule you want to delete
  4. Click Delete

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