Requesting a Quote
To access Batch Management, go to Create & Manage Payments > Batch Management. To batch same-currency wire transfers, check the Hold for Batch box when using Create a Payment, then complete the rest of the information as usual. Should you need to modify any details, click Modify a Payment. For more details, view the Creating a Spot Payment and Modifying a Payment tutorial.
Batch Management
Once batched payments are created, they can be viewed under Batch Management. You can view payments with different currency pairs by using the filters in the upper right of the page. To review an individual batch, click on its Show details button. The transaction details of each payment within that batch will then be displayed.
Helpful Tips
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To review the details, click on the appropriate Transaction Number.
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To approve individual payments within a batch, or an entire batch of payments, check the box to the left of the appropriate batch.
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If you want to approve all payments within a batch, or all batches, check the Select All box.
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Once you have selected the payments or batches you want to approve, click Quote selected.
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You can also delete batches by clicking Delete selected.
Batch Quotes
Once you click Quote Selected, your quoted rate and quote expiry will appear at the top of the screen in an orange message. To proceed, click Accept in the lower right of the page.
Completing your Payment
You have two options to complete your transaction:
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1 Click Accept to execute the transaction immediately. If successful, you will see 'Your payment is complete' followed by the Payment Reference Number.
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2 Click Send for Approval if you do not have the required authorisation level to approve the transaction. With this option, you can email an approver by checking the appropriate box. The transaction will be sent to the Approve a Payment queue. For more details, view the Approving a Payment tutorial.
With both options, you will be able to Print Details of the transaction or Save as PDF.
If you have information on your business, payment needs and bank details at hand, you can go straight to our online application.
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