How to review & approve a bank transfer

Paid Lite allows you to review a bank transfer and if needed approve them into the system

This guide assumes you have access to view and create bank transfers on Paid Lite, if you do not please contact your administrator.

Navigate to "Bank Transfers" you will see a list of your current bank transfers or a message stating there are no bank transfers set up currently. From this page select the bank transfer you wish to view by clicking the reference.

Screenshot 2024-02-21 at 13.39.41

The details for the payment will be shown on the screen. If the bank transfer requires approval and you have permission there will be a message at the top requesting your approval.