Maker-Checker Feature
The four-eyes process ensuring no payments are approved straight away.
Overview
The Maker-Checker feature adds a payment approval layer to your organisation, ensuring no payment is processed without a second pair of eyes. It requires two roles to work together - a Payment Requester and a Payment Reviewer.
The Maker-Checker feature must be enabled for your organisation before it can be used. Contact your Lorum representative to enable it.
How It Works
| Role | Responsibility |
|---|---|
| Payment Requester | Initiates payment requests |
| Payment Reviewer | Approves or rejects payment requests |
Payment Reviewers cannot initiate payments or internal transfers. Admins can do both - they can initiate and approve payments, including their own.
| Role | Can Initiate Requests | Can Review Others' Requests | Can Review Own Requests |
|---|---|---|---|
| Payment Requester | ✅ | ❌ | ❌ |
| Payment Reviewer | ❌ | ✅ | ❌ |
| Payment Requester + Reviewer | ✅ | ✅ | ❌ |
| Admin | ✅ | ✅ | ✅ |
Submitting a Payment Request
Payment Requesters follow the same steps as a standard outbound payment. Once submitted, the payment enters a Pending approval state and is routed to a Payment Reviewer.
Reviewing a Payment Request
- Navigate to Requests in the left sidebar.
- Locate the pending payment request in the list.
- Click on the request to view the full payment details.
- Click "Approve" to process the payment, or "Reject" to decline it.
Rejected payment requests are not processed. The Payment Requester will need to submit a new request if the payment still needs to be made.
Updated 1 day ago