Authorizing Payments

Authorizing Payments introduces a streamlined approval workflow for Automated Clearing House (ACH) and wire transfers from your Flex Bank Account, enhancing security and control.

Note: Admin-Full and Admin-Limited users can initiate domestic wire and ACH transfers. However, only Admin-Full users can approve these payments so they can be processed. This two-tiered system ensures that all payments are thoroughly reviewed and approved by authorized personnel, adding an extra layer of oversight and financial governance.

Admin-Full users will receive an email notification alerting them to payments that require their approval.

Website

Permission Levels: Admin-Full

1. Log in to Your Flex Account: Access your Flex account by following this link.
2. Access Payment Portal: Locate and select “Payments” from the left-hand menu.
3. Navigate to Action Required: In the portal, click on the “Action Required” tab. Here, you'll find payments awaiting your approval. Select the one you need to review.
4. Review and Confirm: A detailed information window will appear on the right-hand side. Carefully review all transaction details.
   1. To approve, click “Approve” and complete the 2FA verification process.
   2. To deny, click “Deny” to halt the transaction and remove it from your queue.

Mobile App

Permission Levels: Admin-Full

1. Log in to your Flex Mobile App:
   1. To Download the Flex Mobile App:
      1. Access the iOS App Store here.
      2. Access the Google Play Store here.
2. Locate Payments: Tap on the “Payments” located in the bottom navigation bar.
3. View Recent Requests: Locate the desired payment under the “Recent Requests” section and select it.
4. Review and Confirm: A detailed information window will appear. Carefully review all transaction details.
   1. To approve, click “Approve” and complete the 2FA verification process.
   2. To deny, click “Deny” to halt the transaction and remove it from your queue.