Create automations for payments

To ensure more granular control over payments, Embat allows you to define Payment Rules, which associate specific approval flows with the fulfilment of certain conditions in a payment batch.

This article provides a step-by-step guide to building them:

1. Access the Automation section from the dropdown menu on the left-hand side.
   
   
2. Go to the “Payments” tab.

Note: Only admin users have the permissions required to create this type of rule. 

3. Click the Create automation button located at the top right:
   
   
4. Automation Name: Start by giving it a descriptive name that will help you easily identify it later.
5. Defining Conditions:

• • Click on "Add company".
  • Select one, several or all the companies whose batches you want to configure the conditions for.
  • Start by configuring the first condition.
  • The following notes will give you more context on potential use cases for these types of automations: 
    • Payment amount: Allows you to define different levels of approval based on the transaction amount. Example:
      • Payments under 10,000 EUR → A dropdown menu with the available approval flows will be shown in the actions.
      • Payments between 10,000 and 50,000 EUR → A dropdown menu with the available signature flows will be shown in the actions.
      • Payments over 50,000 EUR → A dropdown menu with the available signature flows will be shown in the actions.
    • Remittance currency: Applies differentiated controls depending on the currency in which the payment is made. 
    • Payment account used: Defines different flows depending on the account from which the payment is made. 

6. Configuring Actions:

• • Click on "Add company".
  • Select the company on which you want to perform the actions. If you want to select more than one, choose “All companies”. 
  • Specify the approval flow you wish to apply for the conditions defined. 
  • Note: If a user does not have permissions in one of the selected companies, the following warning will appear.

7. To save the rule, click “Create” located at the bottom right of the screen. 
   • Note: Remember that the rule’s priority is determined by its order in the list of payment rules.