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How it Works

Assume you have set up an approval workflow where:

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Total Amount Condition | Action

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0 - ₹10,000 | No approval from Owner is needed.

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₹10,000 - ₹50,000 | Approval from the Finance role is needed.

Greater than ₹50,000 | Approval from the role Finance and Administrator is needed. Suppose you have created a bulk payout batch of 15 payouts each worth ₹1,000. The batch’s total is ₹15,000. Approval workflow is applicable on:
  • The individual payout’s amount in a batch: In this case, the bulk payout batch is not sent for approval as the individual payout’s amount is not greater than ₹10,000. Only if there are individual payouts greater than ₹10,000 in a batch file, you must approve each payout.
  • The sum of all the payout amounts in a batch: In this case, batch total is ₹15,000. This batch is sent for approval as the total batch amount is > ₹10,000.
Choose the second option in the set up process to approve bulk payout batch with a single OTP.

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Set Up

To approve bulk payout batches with a single OTP, enable the setting:
  1. Log in to the RazorpayX Dashboard as an Owner/Admin and go to My Account & Settings under the user profile icon.
  2. Navigate to Workflows from the left menu.
  3. Click the edit icon against Approvals on Bulk Payouts section.
  4. Select Approve entire batch at a go and click Save.
You have successfully enabled the setting to approve a batch of bulk payout with a single OTP. Your team can now create bulk payout batches using the new templates and send them for approval.

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Review Bulk Payouts

To approve/reject the bulk payout batches pending on you:
  1. Log in to the RazorpayX Dashboard as an Owner/Approver.
  2. To view bulk payout batches pending on the approver, you can:
    1. Access the Dashboard from the approval request email sent to your registered email id.
    2. Click the action items on the RazorpayX Dashboard Home Page.
    3. Go to Payouts in the left menu → Bulk tab. Check batches with the pending status.
You can now approve or reject the bulk payout batches as necessary.

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Approve Bulk Payout Batch

To approve bulk payout batches:
  1. Hover on the batch item line to click APPROVE. You can also click the batch to view more details and take action on the bulk payout request.
  2. Click ✓ Approve.
  3. Review the batch file details and approval workflow in the Approve Bulk Payout pop-up window.
  4. Click Next to enter the OTP and click Approve.
You have successfully approved the bulk payout batch file. After all the level of approvers have approved the batch, the file moves to the processing status.
Watch Out!Only the bulk payout batch file moves to the processing status. Know more about Bulk Payouts batch processing vs Payout processing.

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Reject Bulk Payout Batch

To reject the bulk payout batch file:
  1. Hover on the batch item line to click REJECT. You can also click the batch to view more details and take action on the bulk payout request.
  2. Click × Reject.
  3. Review the batch file details in the Reject Bulk Payout pop-up window and provide remarks for rejecting the bulk payouts batch.
  4. Click Reject.
You have successfully rejected the bulk payout batch file post which the file moves to the rejected status. You can view the bulk payout batch files’ history on the Dashboard. Select All in Quick Filters.