Payment approvals

Learn how to manage payment approvals in Mambu Payments (formerly Numeral)

General principles

In Mambu Payments (formerly Numera, 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:

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](https://app.numeral.io/settings/payment-approval-rules/new)
  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)
    • 4-eyes approval: Can the payment creator approve their own payments?

  • Please note that API keys can always approve a payment order which is pending approval, with or without an approval rule

Track a payment order 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.