Overview
Loop’s payment approval workflows help you streamline and secure your accounts payable process. By assigning specific permissions to team members, you can separate payment creation from approval — reducing risk while maintaining speed and transparency.
When someone creates a payment, Loop automatically routes it to the designated approvers. Once approved, the payment is sent instantly through the fastest and most secure network available (EFT, ACH, SEPA, Faster Payments, or SWIFT).
Steps
Go to your Team settings.
In your Loop dashboard, open Settings → Team.
Make sure all team members who will create or approve payments are added as users.
Edit user permissions.
Next to each team member, select Edit User Permissions.
Choose the appropriate permissions based on their role:
Creators:
View Payee Payments
Create Payee
Create Payee Payments
Approvers:
Approve Payee Payments
Users with Create Payee Payments can initiate payments, while those with Approve Payee Payments must review and authorize them before funds are released.
Approve pending payments.
Approvers receive an email notification whenever a payment needs review.
To approve or deny payments, go to:
Send Payments → Manage & Pay Payees → Pending Approval
Review the payment details and click Approve or Deny with one click.
Notes
Once approved, payments are sent instantly using the fastest and most secure transfer method available.
You can set multiple approvers for extra control and oversight.
Permissions can be adjusted anytime in Settings → Team.
Approval workflows are available for both domestic and international payments in over 180+ countries and 35 currencies.
FAQs
Can I have multiple approvers for one payment?
Yes. You can assign multiple team members with Approve Payee Payments permissions to handle approvals.
Do approvers get notified automatically?
Yes. Approvers receive email alerts whenever a new payment requires their approval.
Can creators approve their own payments?
No. Loop enforces a separation between creators and approvers to maintain security and compliance.
How fast are approved payments sent?
Immediately. Once an approver confirms a payment, Loop processes it instantly through the fastest available network.
Can I change user roles later?
Yes. Admins can update user permissions anytime under Settings → Team.