On all team plans, our Requests feature allows team members to initiate transfer requests on behalf of an Admin or Manager, who is notified and can approve or reject a demand in just one click.

This feature allows managers to stay in control of their company finances while giving more freedom to their team.

Good to know: the Account Owner, Admins, and Advanced Managers can approve transfer requests. Until the launch of the new offering in October, the Advanced Manager role will remain available through the existing Expense Management and Control add-on. From October, it will be available through the Team Expense Control add-on.

How to approve a transfer request in Qonto?

• Log in to your Qonto app, from your desktop or your mobile

• Go to the Tasks tab in the main menu (mobile app: at the top right of the home screen). Once your team sent you a transfer request, the transaction remains in the Pending tab, waiting for your validation.

• Select a transfer request by clicking on it. You can now verify the transfer details.

• Approve or decline the transfer request accordingly. Buttons are displayed at the bottom of your screen. For the Manager role, the validation of this request will only be possible if the amount of the transfer does not exceed the limit per transfer / monthly limit defined by the Account owner or an Admin.

• You’ll be able to comment on your decision if you choose to reject a transfer request.

If you have a the Account Payable or Expense & Spend Management add-on, please visit How to customize workflow approval for transfer and reimbursement requests? to find out more about multi-layer approval workflows to keep control over big amounts to reimburse or pay with configurable approvals.

👆Good to know: One time, scheduled and recurring transfers are configured by default as an instant transfer.