At Clara, the security of your transactions is our top priority. The payment approval process ensures that every movement is reviewed according to the responsibility level of the person issuing it, optimizing your company’s financial control.
The Process According to Your Role
The approval workflow varies depending on the permissions assigned to your user:
| If your role is... | The process works like this: |
|---|---|
| Owner | Your personal payments are processed automatically. You are also responsible for validating payments made by your team. |
| Employee / Others | Your payments require Owner approval. The platform will send the request immediately. |
Owner's Guide: How to Validate Payments?
When a team member makes a payment, you will receive a platform notification and an email link. You have a 2-hour window to perform the manual validation:
Access: Click "Verify payments" in the notification bell of your Clara account or the link in your email.
Review: Verify that the beneficiary details and the amount are correct.
Approval: Select the payments you wish to authorize and click "Pay".
Note: If the Owner does not perform the manual validation within 2 hours, the system will process the payments automatically to avoid operational interruptions.
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