How can I Submit and Approve transfers after creating a Transfer Approval Policy?

After publishing the Transfer Approval Policy - creating, submitting, or approving transfers will remain the same.

 

Submitting transfers:

    • Go to "Accounts", select whether it's SGD/USD/IDR, then click "Make a Transfer"
    • Select or create the recipient, fill in the transfer details, and submit the transfer. 
    • After the transfer is submitted, you can view the Pending Approvals by clicking on the "Show Pending Approvals" button on the transfer details page.

Approving transfers:

    • Go to "Transactions" menu, then click "Pending" tab
    • Select the transfer you want to review,
    • Click the "More" button to reject or modify the transfer or click "Approve" if all is good. Transfers can be approved or rejected individually or in bulk.

Questions? Please let us know here or call us at +65 3165 1500 during business hours (Mon - Fri, 9:30 AM - 6:30 PM SGT).