When custom authorization rules are configured, any payment that meets the defined criteria will follow the authorization steps that have been set.

Once a payment is submitted:

• The payment appears in Review & Authorize for all users included in the first authorization step

• If multiple users are listed in that step, it will appear for all of them

• Any one user in that step may select the payment and choose Authorize to move it forward

If a payment contains an error, a user in the current authorization step may select Cancel and Remove from the three-dot menu on the Review & Authorize page. This action cancels the payment.

Multiple Authorization Steps

If additional authorization steps exist:

• The payment will then appear in Review & Authorize for the users assigned to the next step

• If multiple users are assigned, it will appear for all of them

• Any one user in that step may authorize the payment

After All Authorization Steps are Completed

Once all required authorization steps are complete, the payment is submitted for processing.