Test your Transfer Approvals setup

Test your Transfer Approvals setup

Run through these steps to confirm that your approval template, transfer settings, and approver flow are working correctly. Use test mode to avoid processing real transfers.

Prepare the test

Before testing, confirm:

• An approval template exists with at least one approver.
• The transfer approvals toggle is on in Product Settings > Transfers.
• The correct template is selected as the active template.
• You have access to at least one approver account (or can log in as a team member with the Manage Approvals role).

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Start with a small amount and use accounts that your organization has approved for testing.

1. Check the approval template

Open Product Settings > Approvals > Manage.

Confirm that:

• The template shows the correct approvers.
• The approval mode matches your intent (Sequential, Require all, or Any approver).
• The approver emails are current and belong to active team members or linked child accounts.

Expected result: The template card shows the correct name, mode, and approver list.

2. Check the transfer settings

Open Product Settings > Transfers.

Confirm that:

• The Require approval from a designated approver switch is on.
• The Active Approval template dropdown shows the correct template.

Expected result: The approval section shows the enabled toggle and the selected template name.

3. Create a test transfer

Create a transfer through the Dashboard.

Confirm that:

• The transfer does not process immediately.
• The transfer status shows as pending approval.
• An entry appears on the Requests & Approvals page under the Pending Approval tab.

Expected result: The request appears with status Pending and shows the correct transfer amount and destination.

4. Test each approval stage

Log in as the first approver listed in the template.

1. Open the Requests & Approvals page.
2. Find the test transfer request.
3. Select the request to review the details.
4. Select Approve.

If the template uses sequential approval:

• Confirm that the request moves to the next approver.
• Log in as the next approver and repeat the approval.
• Continue until all stages are complete.

If the template uses require-all mode:

• Log in as each approver and approve the request.

If the template uses any-approver mode:

• A single approval completes the flow.

Expected result: After the final required approval, the transfer proceeds to processing. The request status changes to Approved.

5. Test a rejection

Create another test transfer. Log in as an assigned approver.

1. Open the request on the Requests & Approvals page.
2. Select Deny.
3. Enter a reason for the denial.
4. Confirm the denial.

Expected result: The transfer is rejected and does not proceed. The request status changes to Rejected. The denial reason is visible in the request details.

6. Verify permissions

Log in as a team member who does not have the Manage Approvals role.

Confirm that:

• The Requests & Approvals page is not accessible or shows no requests.
• The team member cannot approve or deny any request.

Expected result: Team members without approval permissions cannot see or act on approval requests.

7. Test switching templates

If you have multiple approval templates:

1. Open Product Settings > Transfers.
2. Select a different template from the Active Approval template dropdown.
3. Create a new test transfer.

Expected result: The new transfer follows the newly selected template. Previous requests are not affected.

Ready for production checklist

• Approval template has the correct approvers and mode.
• Transfer approvals toggle is enabled in Product Settings > Transfers.
• The correct template is selected as the active template.
• A test transfer created a pending approval request.
• The approval flow completed successfully through all required stages.
• A rejection stopped the transfer and showed the denial reason.
• Team members without the Manage Approvals role cannot act on requests.
• Switching the active template applies to new transfers only.