General principles

In Numeral, there are two ways to approve a payment order:

• When created through API with auto_approval = true, the payment order is automatically approved
• When created through the API with auto_approval = false or in the dashboard, a payment order can be approved:
  • Using the Approve payment order API endpoint
  • In the dashboard, with or without approval rules

Payment approval rules

Payment approval rules let you create custom payment approval workflows.

Create an approval rule

1. Go to Settings > Payment approval > Create approval rule
2. Enter a descriptive name for your approval rule (e.g., “EUR payments above 100k€”).
3. Select criteria that define which payment orders require approval. Example criteria:
   • Connected account: “Safeguarding account EUR” (All payment orders from this account need approval).
   • External account: “Not Acme Corp.” (All payment orders made to this account are excluded).
   • Supported attributes: amount and currency, connected account, external account, payment creator (specific user or role).
   • Note that, if no criteria is selected, your rule will apply to all payment orders.
4. Configure the approval:
   • Number of approvals required.
   • User group: Who can approve (specific users or roles).
   • Self-approval restriction: Can the payment creator approve their own payments?

• Please note that API keys can always approve a payment order which is pending approval, whether a payment approval rule is attached to it or not.

Track a payment order’s approval

To track approval progress, go to the Approvals tab of a payment order. You will:

• View the overall approval status.
• See which users have already approved.
• Check the remaining approvals and which users/roles can approve.