How to approve a transfer request?

  • Updated

On all team plans, our 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 Account owner, Admins and Managers to stay in control of their company finances while giving more freedom to their team.

💡Good to know : Account 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, then in the Request section. Once your team sent you a transfer request, the transaction remains in the Pending tab, waiting for your validation.

  • Select a transfer 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 Account 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.