Verified workflow guide: Explains the review path for withdrawal requests handled by finance staff.
1. Overview & Purpose
BursaPay has withdrawal request models for organizations and other payees, with notifications sent when requests are approved or declined.
2. What You Need
The reviewer needs finance access and the withdrawal record must exist in the supported source workflow.
3. Step-by-Step Workflow
- Open the finance withdrawal queue.
- Inspect requester, amount, bank details and status.
- Validate the request against the available financial record.
- Approve or decline through the supported workflow.
4. Rules, Boundaries & Troubleshooting
Approval should follow the configured internal control process. Never approve a request only from an email without checking the system record.
5. Verification & Next Steps
The system can notify both the payee and the acting finance user after the decision.